Wealth Management Client Service Associate

Meritrust Credit Union; Wichita (KS); On-site; USD 36,000 - 54,000; Full time

Job summary

Meritrust Credit Union seeks a Client Service Assistant to provide administrative, operational, and relationship support to the Wealth Management team. This unlicensed role focuses on delivering an exceptional member experience by coordinating advisor activity, maintaining records, and facilitating processes.

Working closely with Financial Advisors, internal partners, and vendor teams, you will support client onboarding, communications, and campaigns while contributing to service improvements

Responsibilities

• Coordinate advisor calendars, client appointments, and meeting logistics.
• Prepare advisors for client meetings by gathering required information, reports, and documentation.
• Schedule client reviews and assist with advisor-initiated projects and campaigns.
• Respond promptly to member inquiries through phone, email, and other communication channels.
• Coordinate client communications, document signatures, and follow up activities.
• Support seminars, workshops, client appreciation events, and marketing initiatives.
• Maintain advisor voicemail, departmental email, and incoming correspondence.
• Identify and route referral opportunities through meaningful member interactions.
• Process administrative paperwork and client service requests within the scope of an unlicensed role.
• Coordinate with internal departments, broker dealer, and vendor partners to ensure timely service.
• Assist with client onboarding, account servicing, and operational workflows.
• Support outbound member outreach, lead follow up, referral initiatives, and advisor business development activities.
• Identify opportunities to improve operational efficiency and client service.
• Maintain accurate and timely client and prospect information within CRM and other required systems.
• Document client interactions, appointments, service requests, and follow up activities.
• Generate reports and support advisor pipeline, marketing, and client service initiatives.
• Collaborate effectively with Financial Advisors, internal business partners, and operational support teams.
• Share best practices and contribute to process improvements.
• Support teammates during periods of increased workload.
• Maintain knowledge of Credit Union products, Wealth Management services, policies, and procedures.
• Other duties as assigned.

Job description

Meritrust Credit Union seeks a Client Service Assistant to provide administrative, operational, and relationship support to the Wealth Management team. This unlicensed role focuses on delivering an exceptional member experience by coordinating advisor activity, maintaining records, and facilitating processes.

Working closely with Financial Advisors, internal partners, and vendor teams, you will support client onboarding, communications, and campaigns while contributing to service improvements