Client Service Manager - Wealth & Client Experience

Merit Financial Advisors; Deerfield (IL); 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 in Deerfield, IL is seeking a Client Service Manager to ensure excellence in client service. This role manages client interactions, safeguards confidentiality, and completes required paperwork in a timely, professional manner.

You will provide operational support, schedule advisor client appointments, process transfers and deposits, maintain files in Salesforce, and collaborate with the investment team across branches to deliver a seamless client experience.

Qualifications

• Associate’s or Bachelor’s Degree.
• 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 & regulations
• Proficient with Outlook, Word, Excel, and Salesforce
• Excellent written and verbal communication skills
• Teamwork and time management
• Interpersonal skills
• Ability to handle multiple tasks under tight deadlines.

Responsibilities

• Develop and maintain solid relationships with clients.
• Assist with scheduling client appointments for advisor.
• Investigate and resolve administrative matters impacting the client’s overall situation.
• Provide operational support for all existing and new clients including transfers, move money requests, deposits, and related tasks.
• Review account transactions daily and manage online account access.
• Maintain paperless client files and update records in Salesforce.

Skills

Client service

Communication skills

Attention to detail

Team collaboration

Salesforce familiarity

Education

Associate’s or Bachelor’s Degree

Tools

Fidelity platform

Schwab platforms

Outlook

Excel

Salesforce

Job description

Merit Financial Advisors in Deerfield, IL is seeking a Client Service Manager to ensure excellence in client service. This role manages client interactions, safeguards confidentiality, and completes required paperwork in a timely, professional manner.

You will provide operational support, schedule advisor client appointments, process transfers and deposits, maintain files in Salesforce, and collaborate with the investment team across branches to deliver a seamless client experience.