Noah Wiggins

Registered Wealth Management Client Associate @Merrill Lynch

Serve as the first point of contact for high-net-worth and institutional clients, delivering personalized service and proactive communication to ensure an exceptional client experience.• Support day-to-day cash management for institutional clients, including money movements, wires, and account maintenance.• Assist financial advisors with operational and administrative tasks such as new account openings, client onboarding, scheduling, and compliance documentation.• Maintain a deep understanding of client needs to help drive long-term relationships and seamless coordination with internal teams.