Wealth Client Experience Specialist

Merit Financial Advisors; Rockford (IL); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental/vision insurance

401(k) plan with company matching

Paid time off

Job summary

Merit Financial Advisors, based in Rockford, IL, is seeking a Client Service Associate to enhance client interactions and ensure operational excellence. The successful candidate will manage various administrative tasks and provide operational support while maintaining strong relationships with clients.

This role requires 1–2 years of experience in wealth management client service, excellent communication skills, and proficiency in industry tools like Salesforce. Benefits include competitive salary, medical, dental, and retirement options.

Qualifications

• Minimum of 1–2 years in client service for a wealth management firm.
• Excellent knowledge of the securities industry’s rules & regulations.
• Ability to handle multiple tasks and operate under tight deadlines.

Responsibilities

• Develop and maintain solid relationships with clients.
• Assist with scheduling client appointments for advisor.
• Provide operational support for account transfers and new clients.

Skills

Excellent written and verbal communication skills

Proficient computer skills in Outlook, Word, Excel, Salesforce

Outstanding teamwork and time-management skills

Detail-oriented

Education

Associate's or Bachelor's degree

Tools

Salesforce

Fidelity

Schwab

Job description

Merit Financial Advisors, based in Rockford, IL, is seeking a Client Service Associate to enhance client interactions and ensure operational excellence. The successful candidate will manage various administrative tasks and provide operational support while maintaining strong relationships with clients.

This role requires 1–2 years of experience in wealth management client service, excellent communication skills, and proficiency in industry tools like Salesforce. Benefits include competitive salary, medical, dental, and retirement options.