Client Experience Lead, Wealth Management

Merit Financial Advisors; Tacoma (WA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental/Vision Insurance

Life & Personal Accident Insurance

Short-term Disability Insurance

Long-term Disability Insurance

401(k) Plan with company matching

Paid Time Off and holidays

Job summary

Merit Financial Advisors, headquartered in Alpharetta, GA, with 39 locations nationwide, seeks a Client Service Manager to ensure excellence in service and confidentiality. You will manage client interactions, support advisors, and handle administrative tasks in a fast-growing firm.

Responsibilities include servicing client relationships, processing transactions, and maintaining documentation in Salesforce, while collaborating with regional teams to improve processes and compliance.

Qualifications

• Associate’s or Bachelor’s degree required.
• Minimum 2–4 years in client service for a wealth management firm.
• FINRA S6 or S7 and S63/S65 OR 66 preferred.
• Proficient in Outlook, Word, Excel and Salesforce.
• Excellent written and verbal communication.

Responsibilities

• Develop and maintain relationships with clients.
• Assist with scheduling client appointments for advisor.
• Investigate and resolve various administrative matters impacting the client’s overall situation.
• Provide operational support for existing and new clients including account transfers and money movement.
• Document client communications and ensure satisfaction.

Skills

Communication skills

Teamwork

Time management

Detail-oriented

Professional demeanor

Education

Associate’s or Bachelor’s Degree

Tools

Salesforce

Outlook

Word

Excel

Job description

Merit Financial Advisors, headquartered in Alpharetta, GA, with 39 locations nationwide, seeks a Client Service Manager to ensure excellence in service and confidentiality. You will manage client interactions, support advisors, and handle administrative tasks in a fast-growing firm.

Responsibilities include servicing client relationships, processing transactions, and maintaining documentation in Salesforce, while collaborating with regional teams to improve processes and compliance.