Client Service Manager – Wealth Management
Job in
Deerfield, Lake County, Illinois, 60063, USA
Listed on 2026-09-05
Listing for:
Socket.dev
Full Time
position Listed on 2026-09-05
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep
Job Description & How to Apply Below
Merit Financial Advisors in Alpharetta, GA is seeking a Client Service Manager to ensure excellence in client service. This role manages client interactions, maintains confidentiality, and processes paperwork professionally and timely.
Responsibilities include building client relationships, scheduling appointments, researching inquiries, supporting advisors, processing transfers, deposits, and online access, while ensuring compliance and collaboration across branches.
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