Wealth Client Experience Lead

Merit Financial Group; Wilton (CT); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental/Vision Insurance

Life Insurance

Disability Insurance

FSA/HSA or Dependent Care FSA

401(k) Plan with company matching

PTO and paid holidays

Job summary

Merit Financial Group seeks a Client Relationship Manager to ensure exceptional service and confidential handling of client information. You will lead onboarding, develop strong client relationships, and support Advisors in meetings and transactions.

The role emphasizes communication, accuracy, and collaborative teamwork across branches and custodians, with a comprehensive benefits package and a focus on long-term client outcomes.

Qualifications

• Bachelor’s Degree in Business or Finance required.
• 7+ years in client service for a wealth management firm preferred.
• FINRA S6/S7 and S63/S65 or 66 preferred but not required.
• Proficient with Outlook, Excel, Word and Salesforce.
• Excellent written and verbal communication skills.

Responsibilities

• Facilitate onboarding and intake meetings with clients.
• Develop and maintain solid client relationships.
• Attend client meetings with Advisor when needed.
• Process and manage new and existing client transactions and paperwork.
• Document all client interactions in Salesforce CRM.
• Coordinate with Custodians and internal teams to resolve issues.
• Support advisors during client meetings and follow up actions.

Skills

Client relationship management

Customer service

Communication skills

Attention to detail

Education

Bachelor’s Degree in Business or Finance

Tools

Salesforce

Outlook

Excel

Word

Job description

Merit Financial Group seeks a Client Relationship Manager to ensure exceptional service and confidential handling of client information. You will lead onboarding, develop strong client relationships, and support Advisors in meetings and transactions.

The role emphasizes communication, accuracy, and collaborative teamwork across branches and custodians, with a comprehensive benefits package and a focus on long-term client outcomes.