Wealth Management Client Services Associate
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Finance & Banking
Wealth Management, Financial Sales, Banking & Finance, Financial Services
Job Description & How to Apply Below
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 have an opening for a Wealth Management Client Services Associate in Livingston, NJ, United States within Sales.
We appreciate your interest in this position.
Join Merit Financial Advisors and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Management Client Services Associate role at Merit Financial Advisors, based in Livingston, NJ, United States.
We are looking to fill the Wealth Management Client Services Associate position at Merit Financial Advisors in Livingston, NJ, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).