Wealth Management Client Services Associate
Listed on 2026-10-06
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Merit Financial Advisors is seeking a Client Service Associate to manage client interactions and ensure confidentiality in all business matters. You will support advisors, coordinate appointments, and handle administrative tasks across accounts, transfers, and custodian-related activities.
The role emphasizes accuracy, client satisfaction, and collaboration with the Client Service team to deliver excellent service across branches.
We are currently recruiting a Wealth Management Client Services Associate for our team in Livingston, NJ, United States.
Are you ready to take on the Wealth Management Client Services Associate role at Merit Financial Advisors?
We would love to welcome a new Wealth Management Client Services Associate to our group in Livingston, NJ, United States.
For the Wealth Management Client Services Associate position at Merit Financial Advisors, we are reviewing applications now.
Step into the Wealth Management Client Services Associate role at Merit Financial Advisors in Livingston, NJ, United States and grow with us.
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