Wealth Management Client Service Associate

Paycom; Wichita, Northern (KS, KY); Hybrid; USD 32,000 - 47,000; Full time

Job summary

Meritrust Wealth Management is seeking a Client Service Assistant to support Financial Advisors with calendar coordination, client communications, and onboarding activities. The role emphasizes accuracy, regulatory compliance, and exceptional member service.

You will assist with scheduling, documentation, and follow-up tasks while collaborating with internal teams to ensure timely service and efficient operations within an unlicensed capacity.

Qualifications

• High school diploma required; associate’s degree preferred.
• Strong organizational, communication, and relationship-building skills.
• Proficiency with Microsoft Office, CRM systems, and business applications.
• Ability to maintain confidentiality and exercise sound judgment.

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 via phone, email, and other channels.
• Coordinate client communications, documents, signatures, and follow-up activities.

Skills

Organizational skills

Communication skills

Relationship building

Multi-tasking

Education

High School diploma

Associate’s degree preferred

Tools

Microsoft Office Suite

CRM systems

Calendar management tools

Job description

Meritrust Wealth Management is seeking a Client Service Assistant to support Financial Advisors with calendar coordination, client communications, and onboarding activities. The role emphasizes accuracy, regulatory compliance, and exceptional member service.

You will assist with scheduling, documentation, and follow-up tasks while collaborating with internal teams to ensure timely service and efficient operations within an unlicensed capacity.