Client Service Manager - Wealth Advisory Ops

Merit Financial Advisors; Marietta (GA); 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

FSA/HSA or Dependent Care FSA

401(k) Plan with company matching

PTO and paid holidays

Job summary

Merit Financial Advisors, headquartered in Alpharetta, GA, is seeking a Client Service Manager to oversee client interactions with confidentiality and efficiency. The role emphasizes relationship management, operational support, and adherence to regulatory standards.

Ideal candidates have 2–4 years in wealth management client service, familiarity with Fidelity/Schwab platforms, and strong communication and teamwork skills.

Qualifications

• Associate or Bachelor’s degree required.
• 2–4 years in client service for a wealth management firm.
• FINRA S6 or S7 and S63/S65 OR 66 preferred.
• Experience with Fidelity or Schwab platforms preferred.
• Strong knowledge of securities industry rules and regulations.
• Proficient in Outlook, Word, Excel, and Salesforce.

Responsibilities

• Develop and maintain solid relationships with clients.
• Assist with scheduling client appointments for advisor.
• Investigate and resolve administrative matters impacting the client’s situation.
• Provide operational support for existing and new clients (transfers, moves, deposits, conversions).
• Process and manage new and existing annuity and life policies.
• Document communications in Salesforce CRM in a timely manner.
• Collaborate with the Processing Manager and keep files up to date.

Skills

Client service

Teamwork

Communication

Time management

Education

Associate’s or Bachelor’s Degree

Tools

Salesforce

Outlook

Word

Excel

Job description

Merit Financial Advisors, headquartered in Alpharetta, GA, is seeking a Client Service Manager to oversee client interactions with confidentiality and efficiency. The role emphasizes relationship management, operational support, and adherence to regulatory standards.

Ideal candidates have 2–4 years in wealth management client service, familiarity with Fidelity/Schwab platforms, and strong communication and teamwork skills.