Senior Client Experience & Onboarding Manager

Merit Financial Group; Livingston (NJ); On-site; USD 70,000 - 100,000; 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 and holidays

Job summary

Merit Financial Group in Livingston, NJ seeks a Senior Client Service Manager to oversee client interactions with high confidentiality and discretion. You will lead onboarding, maintain relationships, prepare for advisor meetings, and manage operations like transfers, deposits, and policy processing.

Requirements include a Bachelor’s in Business/Finance, 5–7 years in wealth-management client service, and FINRA licenses. Strong CRM skills and regulatory knowledge are essential.

Qualifications

• Bachelor’s degree in Business or Finance.
• 5–7 years in client service for a wealth management firm.
• FINRA S6 or S7 and S63/S65 or 66.
• Excellent knowledge of securities industry rules and regulations.
• Proficient computer skills in Outlook, Word, Excel, and Salesforce.

Responsibilities

• Facilitate client onboarding and intake meetings.
• Develop and maintain solid client relationships.
• Attend client meetings with Advisor when needed.
• Identify opportunities to improve client financial position and relationships.
• Handle account transfers, money moves, checks, and policy processing.
• Respond to client inquiries and ensure satisfaction at all times.
• Document all communications in Salesforce CRM promptly.
• Collaborate with Processing Manager and cross-branch teams.
• Maintain paperless files and keep custodian systems updated.

Skills

Client service

Communication

Relationship management

CRM (Salesforce)

Financial industry knowledge

Education

Bachelor’s Degree in Business or Finance

Tools

Salesforce

Fidelity/Schwab platforms

Outlook

Excel

Job description

Merit Financial Group in Livingston, NJ seeks a Senior Client Service Manager to oversee client interactions with high confidentiality and discretion. You will lead onboarding, maintain relationships, prepare for advisor meetings, and manage operations like transfers, deposits, and policy processing.

Requirements include a Bachelor’s in Business/Finance, 5–7 years in wealth-management client service, and FINRA licenses. Strong CRM skills and regulatory knowledge are essential.