Client Service Manager - Wealth Advisory Ops
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Regulatory Compliance Specialist -
Management
Wealth Management, Regulatory Compliance Specialist
Merit Financial Advisors, headquartered in Alpharetta, GA, is seeking a Client Service Manager to oversee client interactions with confidentiality and efficiency. The role emphasizes relationship management, operational support, and adherence to regulatory standards.
Ideal candidates have 2–4 years in wealth management client service, familiarity with Fidelity/Schwab platforms, and strong communication and teamwork skills.
We would love to welcome a new Client Service Manager
- Wealth Advisory Ops to our organisation in Marietta, GA, United States.
The following position is for a Client Service Manager
- Wealth Advisory Ops with Merit Financial Advisors.
Our organisation is growing, and we are hiring a Client Service Manager
- Wealth Advisory Ops in Marietta, GA, United States.
This position is for the Client Service Manager
- Wealth Advisory Ops role at Merit Financial Advisors.
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