Senior Client Experience Manager - Wealth Services
Listed on 2026-10-18
-
Finance & Banking
Wealth Management, Banking & Finance -
Management
Wealth Management, Banking & Finance
Merit Financial Group seeks a Senior Client Service Manager to ensure excellence in client service and confidentiality. You will manage client interactions, coordinate onboarding, and support Advisors in meetings while maintaining strong relationships and compliance with industry regulations.
The role requires 5–7 years in wealth-management client service, FINRA licenses, and proficiency with Fidelity/Schwab platforms, Salesforce, and MS Office. Competitive compensation is based on experience.
This role is for the Senior Client Experience Manager
- Wealth Services role at Merit Financial Group.
This role, Senior Client Experience Manager
- Wealth Services at Merit Financial Group, could be your next opportunity.
Are you ready to take on the Senior Client Experience Manager
- Wealth Services role at Merit Financial Group?
We would love to welcome a new Senior Client Experience Manager
- Wealth Services to our organisation in Marietta, GA, United States.
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