NewManaged Services Administrator ComTec Solutions LLCManaged Services AdministratorRochester, NYThe Managed Services Administrator is a behind the scenes technical role designed to support, maintain, upgrade, and automate within our managed services technology stack. · Ability to administer the following technologies: Microsoft Windows Server, AD, Exchange, 365, Intune, Hyper-V.
Remote Client Services Associate – Travel Industry AspiretalentagencyRemote Client Services Associate – Travel IndustryRochester, New YorkRemoteThe Client Services Associate will assist clients with inquiries, service support, and ongoing communication while maintaining a high level of professionalism and organization. This role is ideal for individuals who enjoy helping people, communicating effectively, and providing excellent customer experiences in a remote work environment.
NewLaboratory Client Services Specialist (Full-Time, Days) Rochester Regional Health SystemLaboratory Client Services Specialist (Full-Time, Days)NY$19–$25.50 / hourThe Laboratory Client Services Specialist provides support to and assists the client services technologists with the responsibility of receiving client services requests and complaints and then channeling these requests/complaints to the proper area of the Clinical Laboratory. Assists with filing of requisitions, separating reports and scanning documents into imaging system Calling or faxing and documenting call activities for all protimes, and positive throat, wound, and STD cultures and other results as requested.
Client Services Director Insero Talent SolutionsClient Services DirectorRochester, NYThe primary focus of this role is to serve as a strategic liaison between the company and its client base through direct customer engagement, traditional marketing methods, relationship-building initiatives, company programs, open houses, information sessions, surveys, customer feedback efforts, and other outreach activities designed to improve communication, increase satisfaction, support retention, and strengthen the company’s reputation. Assist in developing customer-facing materials, presentations, program information, talking points, surveys, and follow-up communications; this will include contributing to company social media platforms and media outreach to clients such as supporting website and social media content contributions and newsletter contributions to clients.
Client Services Associate TransPerfectClient Services AssociateRochester, New YorkOur services portfolio covers everything from business support services such as interpretation, multicultural and digital marketing, SEO and website globalization to multimedia work, video, e-learning and training, and legal support services. Therefore the key skills we are looking for are solid communication and relationship building abilities, keeping a cool head if situations get a bit stressful and really owning your role, taking responsibility for your clients and their business success.
Manager Client Services Ops - Rochester, NY Paylocity Holding CorpManager Client Services Ops - Rochester, NYRochester, NYRemote$74,600–$110,000 / yearThe company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
Manager Client Services Ops-Growth - Rochester, NY Paylocity Holding CorpManager Client Services Ops-Growth - Rochester, NYRochester, NYRemote$79,300–$120,000 / yearThe company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
Manager Client Services Ops- Enterprise - Rochester, NY Paylocity Holding CorpManager Client Services Ops- Enterprise - Rochester, NYRochester, NYRemoteThe company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
Client Services Supervisor - Majors - Rochester Paylocity Holding CorpClient Services Supervisor - Majors - RochesterRochester, NYRemote$82,000–$85,000 / yearThis is done by (1) monitoring team performance (quantitative and qualitative), (2) providing ongoing learning opportunities that continually share and build knowledge (3) working directly with clients on escalated issues (4) identifying and facilitating process improvements and (5) coordinating work across the team, including workload management and client assignments. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
Senior Manager Client Services Ops, East-Majors - Rochester Paylocity Holding CorpSenior Manager Client Services Ops, East-Majors - RochesterRochester, NYRemote$98,000–$140,000 / year{''response'': , ''status'': True, ''status_code'': 200, ''content'': ''n nn n nnn n nn n n n n n n n nn n n n Senior Manager Client Services Ops, East-Majors | Paylocityn n n n n n n n n n nn n nn n n n nn n n n n n n n n n nn n n n n nn n n nn n n n nnn n n nn n n nnnnnnnnnnnnnnn n n nn nn nnn nnnn n nnn n n n.ot-sdk-cookie...
Client Services Representative - Rochester, NY Paylocity Holding CorpClient Services Representative - Rochester, NYRochester, NYRemote{''response'': , ''status'': True, ''status_code'': 200, ''content'': ''n nn n nnn n nn n n n n n n n nn n n n Client Services Representative | Paylocityn n n n n n n n n n nn n nn n n n nn n n n n n n n n n nn n n n n nn n n nn n n n nnn n n nn n n nnnnnnnnnnnnnnn n n nn nn nnn nnnn n nnn n n nnnnnnnn nnnnn n n n n n nnn n n...
Lead Client Services Ops - Growth - Rochester, NY Paylocity Holding CorpLead Client Services Ops - Growth - Rochester, NYRochester, NYRemote$59,600–$85,100 / year{''response'': , ''status'': True, ''status_code'': 200, ''content'': ''n nn n nnn n nn n n n n n n n nn n n n Lead Client Services Ops - Growth | Paylocityn n n n n n n n n n nn n nn n n n nn n n n n n n n n n nn n n n n nn n n nn n n n nnn n n nn n n nnnnnnnnnnnnnnn n n nn nn nnn nnnn n nnn n n nnnnnnnn nnnnn n n n n n nnn ...
Sr Manager, Client Account Services CotalitySr Manager, Client Account ServicesRochester, New YorkCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Ability to ensure customer satisfaction with the management of your client services members and their accounts which includes having awareness of client requests, projects and issues, and driving to resolution.
Professional, Client Account Services CotalityProfessional, Client Account ServicesRochester, New YorkCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Requirements Engineering: You act as a translator, gathering raw business needs from clients and converting them into precise technical specifications for developers and database admins.
Professional, Client Account Services Core Logic Solutions LLCProfessional, Client Account ServicesROCHESTER, NYCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Requirements Engineering: You act as a translator, gathering raw business needs from clients and converting them into precise technical specifications for developers and database admins.
NewVeterinary Client Service Representative Perinton Veterinary HospitalVeterinary Client Service RepresentativeVictor, NY$16–$18 / hourFull timeOur Support Office teams power that mission by supporting our hospitals through operational excellence, innovative programs, people-centered culture, and forward-thinking business solutions — all while having plenty of fun along the way. Through a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet’s life and health.
NewVeterinary Client Service Representative Greece Animal HospitalVeterinary Client Service RepresentativeRochester, NY$16–$18 / hourFull timeThrough a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet’s life and health. Our Support Office teams power that mission by supporting our hospitals through operational excellence, innovative programs, people-centered culture, and forward-thinking business solutions — all while having plenty of fun along the way.
NewVeterinary Client Service Representative Animal Hospital of PittsfordVeterinary Client Service RepresentativeRochester, NY$16–$18 / hourFull timeOur Support Office teams power that mission by supporting our hospitals through operational excellence, innovative programs, people-centered culture, and forward-thinking business solutions — all while having plenty of fun along the way. Through a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet’s life and health.
Client Service Representative Paychex IncClient Service RepresentativeNY$20–$22 / hourIf you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively, and in accordance with Paychex policies and procedures.
Client Service Specialist - Home Care and Staffing Coordinator NurseCoreClient Service Specialist - Home Care and Staffing CoordinatorRochester, New YorkThe Client Service Specialist – Home Care and Healthcare Staffing Coordinator provides overall non-clinical management of a group of patients as organized and assigned, making sure the patients are safe in their homes with adequate staff and that nursing personnel are operating effectively with physician orders. NurseCore is seeking a Client Service Specialist - Staffing Coordinator for our Rochester home care and healthcare staffing office.
Veterinary Client Service Representative Thrive Pet HealthcareVeterinary Client Service RepresentativeRochester, NY$16–$18 / hourThrough a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet's life and health. Our Support Office teams power that mission by supporting our hospitals through operational excellence, innovative programs, people-centered culture, and forward-thinking business solutions - all while having plenty of fun along the way.
Veterinary Client Service Representative Supervisor Thrive Pet HealthcareVeterinary Client Service Representative SupervisorNY$16–$18 / hourOur Support Office teams power that mission by supporting our hospitals through operational excellence, innovative programs, people-centered culture, and forward-thinking business solutions - all while having plenty of fun along the way. Through a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet's life and health.
Veterinary Client Service Representative Supervisor Bayview Animal HospitalVeterinary Client Service Representative SupervisorWebster, NY$16–$18 / hourFull timeOur Support Office teams power that mission by supporting our hospitals through operational excellence, innovative programs, people-centered culture, and forward-thinking business solutions — all while having plenty of fun along the way. Through a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet’s life and health.
Client Service Associate Thorley Wealth Management IncClient Service AssociateRochester, NY$55,000–$75,000 / yearHelp advisor prepare for client meetings; process new business, completing all forms correctly and submit them for processing within one business day; track all pending business paperwork; follow up on outstanding items; maintain pending business summary and update advisor weekly; file client statements, correspondence, and agreements completely within five business days. This integral position will provide exceptional customer service to clients, work directly with, and support the administrative needs of our financial advisors and assist with the workflow needs of the office.
Veterinary Client Service Representative Suburban Animal HospitalVeterinary Client Service RepresentativeRochester, NY$16–$17 / hourPart timeOur Support Office teams power that mission by supporting our hospitals through operational excellence, innovative programs, people-centered culture, and forward-thinking business solutions — all while having plenty of fun along the way. Through a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet’s life and health.
Client Service Associate Morgan StanleyClient Service AssociateRochester, NY$35,360–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Service Specialist - Implementation Client Consultant Paychex IncService Specialist - Implementation Client ConsultantNY$22.02–$30 / hourIf you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively and in accordance with Paychex policies and procedures.
Client Service Specialist ESL Federal Credit UnionClient Service SpecialistNY$38.46–$43.17 / hourPurpose of Position: The Client Service Specialist's primary responsibilities include account administration and servicing the firm's individual and institutional clients, while providing direct support to Advisors in managing client relationships and onboarding new business. They will also be reliable, maintain a team-oriented attitude, and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerRochester, NY$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Field Services Technician NetrioField Services TechnicianRochester, New YorkThis role includes onsite and remote visits (planned or unplanned), equipment deliveries and other tasks as assigned by the Field Services Manager, Field Coordinator, Field Supervisor, and Client Services Supervisor. Collaboration with Client Services & Field Teams • Work with the Client Services and Field Team to ensure smooth operations, enhancing communication and process flow.
Technical Services Lead Supervisor (Remote + Travel) Procisive LLCTechnical Services Lead Supervisor (Remote + Travel)Fairport, NYRemote$90,000–$110,000 / yearThe Technical Services Lead Supervisor is a field-based operator responsible for overseeing installation and de-installation projects across central offices, data centers, and similar environments. Ensure proper handling, labeling, and loading of equipment to preserve resale value and prevent loss or theft.
CARE MANAGER, CHILDREN'S HEALTH HOME SERVICES PeopleCARE MANAGER, CHILDREN'S HEALTH HOME SERVICESRochester, New YorkWhen you join the People Inc. team, you can make a difference in the lives of people receiving services while also receiving outstanding benefits (generous PTO, PTO buyback, affordable insurances, tuition reimbursement, career mentoring, shift incentives, on-demand pay access and more), consistent schedules and the opportunity to help others move closer to their life goals and dreams. Care Managers work with children, families and service providers to create a comprehensive Plan of Care, identify additional service providers as necessary, and coordinate the continuing involvement of families and service providers in the execution of the plan.
Team Lead, Client Operations CotalityTeam Lead, Client OperationsRochester, New YorkCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. You will manage Tax Payment Verification (TPV) and procurement workflows, coordinate onshore and offshore resources, and ensure our team consistently meets service level, quality, and compliance expectations.
Senior Services Growth Associate Caring TransitionsSenior Services Growth AssociateRochester, NYFull timeAt six months: independently manage a referral partner portfolio and drive measurable new referral revenue; own the touring workflow end-to-end for assigned cases; and contribute to at least 15 to 20 completed placements per quarter as part of the shared team goal. In your first 90 days: complete onboarding and develop fluency with all senior living community options in Monroe County and surrounding areas; establish a weekly outreach rhythm with at least 10 to 15 active referral partner contacts; and conduct your first 5 to 10 supervised community tours with positive client feedback.
Managed Services - Senior Data Engineer - Senior Manager PricewaterhouseCoopers LLPManaged Services - Senior Data Engineer - Senior ManagerRochester, NY$124,000–$280,000 / yearPreference for at least one of the following fields of study: Computer and Information Science, Computer and Information Science & Accounting, Economics, Economics and Finance, Economics and Finance & Technology, Operations Management/Research, Statistics, Engineering. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Managed Services - Integration & Middleware Lead - Manager PricewaterhouseCoopers LLPManaged Services - Integration & Middleware Lead - ManagerNY$99,000–$232,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
KPC (Key Private Client) Regional Director, Planning & Investments KeyCorpKPC (Key Private Client) Regional Director, Planning & InvestmentsRochester, NY$96,000–$181,000 / yearIn addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders. Additional responsibilities include maintaining appropriate risk controls, training on financial planning process and software across the wealth segment, and the support of advice-based sales process though assistance in identifying and delivering appropriate advice.
Tax - Manager, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax - Manager, Legal Business Services - TechnologyRochester, NY$134,475–$274,750 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Tax Supervisor/Manager/Senior Manager (Middle Market -Large Company Client Focus) Insero AdvisorsTax Supervisor/Manager/Senior Manager (Middle Market -Large Company Client Focus)Rochester, New YorkThe Rochester Tax practice in the firm is not a high volume 1040 practice but is instead a tax practice focusing on complex tax compliance and projects within Fortune 500 companies as well as tax consulting across small and middle market companies including: multi-state, multi-national, real estate, manufacturing (amongst other industries) companies. Thorough knowledge of the tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax compliance and consulting services tailored to organizations with domestic operations with the goal of tax minimization.
J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Rochester, NYRochester, NYThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
Commercial Lines Senior Client Manager World Insurance Associates, LLC.Commercial Lines Senior Client ManagerPittsford, NYFull timeWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.
NewPrivate Client Banker - Canandaigua KeyCorpPrivate Client Banker - CanandaiguaCanandaigua, NY$25–$38.46 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Private Client Banker - Perinton KeyCorpPrivate Client Banker - PerintonFairport, NY$25–$38.46 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateNY$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerRochester, NY$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesNYThis role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
Managed Services - Microsoft Director PricewaterhouseCoopers LLPManaged Services - Microsoft DirectorRochester, NY$155,000–$410,000 / yearWorking in this area, you will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Microsoft applications. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Private Wealth Management Client Associate Bank of America CorpPrivate Wealth Management Client AssociateNY$25–$44 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
NewWealth Management Client Associate Bank of AmericaWealth Management Client AssociateRochester, New YorkOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.