Senior Client Success & Onboarding Manager

Merit Financial Group; San Antonio (TX); On-site; USD 85,000 - 110,000; 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

Job summary

Merit Financial Group is seeking a Senior Client Service Manager to ensure excellence in customer service, handling client interactions with confidentiality and discretion to complete paperwork professionally and timely.

Responsibilities include onboarding, maintaining client relationships, attending meetings with Advisor, proactive client outreach, translating complex financial terminology for clients, processing transfers, estate processing, and ensuring Salesforce CRM updates.

Qualifications

• Bachelor’s Degree in Business or Finance.
• Minimum 5–7 years in client service within wealth management.
• FINRA S6 or S7 and S63/S65 or 66.
• Experience with Fidelity or Schwab platforms preferred.
• Excellent knowledge of securities industry rules and regulations.
• Proficient with Outlook, Word, Excel and Salesforce.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks under tight deadlines.

Responsibilities

• Facilitates & leads client onboarding and intake meetings/discussions.
• Develop and maintain solid relationships with clients.
• Prepare for and occasionally attend client meetings with Advisor.
• Proactively identify opportunities to contact clients and improve their financial position.
• Answer questions about forms and explain complex industry terminology.
• Process and manage new and existing annuity and life policies.
• Submit & follow-up on advisory trade requests with Merit Investment Team.
• Document all client communications in Salesforce CRM.

Skills

Client service

Communication

Relationship building

Education

Bachelor's Degree in Business or Finance

Job description

Merit Financial Group is seeking a Senior Client Service Manager to ensure excellence in customer service, handling client interactions with confidentiality and discretion to complete paperwork professionally and timely.

Responsibilities include onboarding, maintaining client relationships, attending meetings with Advisor, proactive client outreach, translating complex financial terminology for clients, processing transfers, estate processing, and ensuring Salesforce CRM updates.