Wealth Client Services Manager

Merit Financial Advisors; American Fork (UT); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical Insurance

Dental/Vision Insurance

401(k) Plan with company matching

Paid Time Off (PTO)

Flexible Spending Account (FSA)

Job summary

Merit Financial Advisors in American Fork, Utah is seeking a Client Service Manager to ensure excellence in customer service and manage critical client interactions. The ideal candidate will develop strong relationships and uphold the highest level of confidentiality in all business matters.

Responsibilities include addressing administrative issues, providing operational support, and ensuring client satisfaction. Candidates should have 2–4 years of experience in client service within a wealth management firm and hold an Associate’s or Bachelor’s degree.

Qualifications

• Minimum 2–4 years in client service for a wealth management firm.
• Excellent knowledge of securities industry rules & regulations.
• Ability to multitask and meet tight deadlines.

Responsibilities

• Develop and maintain solid relationships with clients.
• Investigate and resolve administrative matters impacting clients.
• Research and resolve client inquiries, ensuring satisfaction.

Skills

Client relationship management

Communication skills

Attention to detail

Administrative support

Time management

Education

Associate’s or Bachelor’s Degree

Tools

Salesforce

Outlook

Excel

Job description

Merit Financial Advisors in American Fork, Utah is seeking a Client Service Manager to ensure excellence in customer service and manage critical client interactions. The ideal candidate will develop strong relationships and uphold the highest level of confidentiality in all business matters.

Responsibilities include addressing administrative issues, providing operational support, and ensuring client satisfaction. Candidates should have 2–4 years of experience in client service within a wealth management firm and hold an Associate’s or Bachelor’s degree.