Client Success & Onboarding Leader

Merit Financial Group; Wilton (CT); On-site; USD 70,000 - 95,000; 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 (PTO) and paid holidays

Job summary

Merit Financial Group seeks a Client Relationship Manager to ensure exceptional client service and maintain discretion in all dealings. You will handle onboarding, ongoing client interactions, and coordination with the Advisor to support client goals.

Responsibilities include transfers, money movements, annuity and life policy processing, and meticulous documentation in Salesforce. Competitive salary with a full benefits package is offered.

Qualifications

• Bachelor’s degree in Business or Finance is required
• Minimum 7 years in client service for a wealth management firm
• FINRA S6/S7 and S63/S65 or 66 preferred but not required
• Proficiency with Salesforce, Outlook, Word, Excel and related tools

Responsibilities

• Facilitate client onboarding and intake meetings
• Maintain solid relationships with clients
• Assist in client meetings with Advisor
• Manage account transfers and move money requests
• Process and review annuity contracts and life policies
• Document all client interactions in Salesforce promptly
• Coordinate with custodians to resolve client issues
• Respond to client inquiries with clear guidance and set expectations

Skills

Excellent communication skills

Teamwork and time management

Detail-oriented and self-motivated

Education

Bachelor’s degree in business or finance

FINRA S6/S7 and S63/S65 or 66 (preferred)

Tools

Salesforce

Outlook

Word

Excel

Fidelity/LPL/Schwab platforms experience

Job description

Merit Financial Group seeks a Client Relationship Manager to ensure exceptional client service and maintain discretion in all dealings. You will handle onboarding, ongoing client interactions, and coordination with the Advisor to support client goals.

Responsibilities include transfers, money movements, annuity and life policy processing, and meticulous documentation in Salesforce. Competitive salary with a full benefits package is offered.