Senior Client Experience Manager

Merit Financial Advisors; Marietta (GA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

Life & Personal Accident Insurance

Disability Insurance (Short-term)

Disability Insurance (Long-term)

FSA/HSA

401(k) with employer match

Paid Time Off and holidays

Job summary

Merit Financial Advisors, a Georgia-based wealth management firm, invites applications for a Senior Client Service Manager. The role focuses on delivering exceptional client service with the highest level of confidentiality and discretion, handling paperwork professionally and promptly.

You will lead client onboarding, nurture relationships, attend meetings with Advisors, support account transfers, and coordinate with custodians to resolve issues while maintaining compliance and a seamless

Qualifications

• Bachelor’s Degree in Business or Finance is required.
• Minimum 5–7 years in client service for a wealth management firm.
• FINRA S6/S7 and S63/S65 or 66 licenses are required.
• Experience with Fidelity or Schwab platforms is preferred.
• Strong knowledge of securities industry rules and regulations.

Responsibilities

• Facilitate and lead client onboarding and intake meetings.
• Develop and maintain solid relationships with clients.
• Prepare for and attend client meetings with Advisor.
• Identify opportunities to improve a client’s financial position while nurturing relationships.
• Process and manage client transactions and documentation in Salesforce.
• Coordinate with custodians to resolve account issues and ensure client satisfaction.
• Provide operational support including transfers, money moves, deposits, and estate processing.
• Ensure compliance and maintain paperless client files.

Skills

Client service

Relationship management

Compliance knowledge

Communication

FINRA S6/S7

Education

Bachelor’s Degree in Business or Finance

Tools

Salesforce

Outlook

Excel

Fidelity/Schwab platforms

Job description

Merit Financial Advisors, a Georgia-based wealth management firm, invites applications for a Senior Client Service Manager. The role focuses on delivering exceptional client service with the highest level of confidentiality and discretion, handling paperwork professionally and promptly.

You will lead client onboarding, nurture relationships, attend meetings with Advisors, support account transfers, and coordinate with custodians to resolve issues while maintaining compliance and a seamless