Senior Client Service Leader – Wealth Management

Merit Financial Advisors; Boca Raton (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan with company matching

Paid Time Off (PTO)

Job summary

Merit Financial Advisors in Boca Raton, Florida is seeking a Senior Client Service Manager to oversee client interactions and ensure exceptional service quality. This role includes onboarding clients, resolving inquiries, and documenting interactions in Salesforce CRM.

With 5-7 years in client service for wealth management and a Bachelor’s degree in Business or Finance, you will work alongside a dedicated team to enhance client relationships and promote financial wellness.

Competitive salary and generous benefits package offered.

Qualifications

• 5-7 years in client service for a wealth management firm.
• Strong knowledge of securities industry rules and regulations.
• Ability to handle multiple tasks and meet tight deadlines.

Responsibilities

• Lead client onboarding and ensure excellent customer service.
• Resolve client issues and maintain relationships.
• Document all communication in Salesforce CRM.

Skills

Client interaction

Problem-solving

Financial services knowledge

Communication skills

Detail-oriented

Teamwork

Time management

Education

Bachelor’s degree in Business or Finance

Tools

Salesforce

Microsoft Outlook

Excel

Job description

Merit Financial Advisors in Boca Raton, Florida is seeking a Senior Client Service Manager to oversee client interactions and ensure exceptional service quality. This role includes onboarding clients, resolving inquiries, and documenting interactions in Salesforce CRM.

With 5-7 years in client service for wealth management and a Bachelor’s degree in Business or Finance, you will work alongside a dedicated team to enhance client relationships and promote financial wellness.

Competitive salary and generous benefits package offered.