Client Service Manager – Wealth Management

Socket.dev; Deerfield (IL); On-site; USD 52,000 - 70,000; 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

Paid Time Off & holidays

Job summary

Merit Financial Advisors in Alpharetta, GA is seeking a Client Service Manager to ensure excellence in client service. This role manages client interactions, maintains confidentiality, and processes paperwork professionally and timely.

Responsibilities include building client relationships, scheduling appointments, researching inquiries, supporting advisors, processing transfers, deposits, and online access, while ensuring compliance and collaboration across branches.

Qualifications

• Associate’s or Bachelor’s Degree is required.
• Minimum 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 is a plus.

Responsibilities

• Develop and maintain solid relationships with clients.
• Assist with scheduling client appointments for advisor.
• Investigate and resolve administrative matters impacting client’s situation.
• Provide operational support for new and existing clients (transfers, moves, deposits, conversions, beneficiaries).
• Process and manage new and existing annuity and life policies; handle investment orders.
• Document communications in Salesforce CRM; collaborate with Processing Manager.
• Ensure branch compliance and keep client files paperless.

Skills

Client service

Communication

Teamwork

Time management

Detail-oriented

Interpersonal skills

Education

Associate’s or Bachelor’s Degree

Tools

Salesforce CRM

Excel

Outlook

Fidelity/Schwab platforms

Job description

Merit Financial Advisors in Alpharetta, GA is seeking a Client Service Manager to ensure excellence in client service. This role manages client interactions, maintains confidentiality, and processes paperwork professionally and timely.

Responsibilities include building client relationships, scheduling appointments, researching inquiries, supporting advisors, processing transfers, deposits, and online access, while ensuring compliance and collaboration across branches.