Ruslan Diaz
Wealth Management Client Associate
- Role
- Wealth Management Client Associate at Merrill Lynch
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Wealth Management Client Associate
Nov 2024 — Present · New York, NY, US
As a Client Service Associate at Merrill, I provide dedicated support to Financial Advisors by ensuring seamless client experiences. I address client needs with a focus on timeliness, accuracy, and personalized solutions. I collaborate with advisors to align with enterprise strategic objectives while maintaining compliance with policies to protect clients and mitigate risk.
Education
Rutgers University
Bachelor's degree
2019 — 2023
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