Wealth Client Services Specialist
Job in
Rockford, Winnebago County, Illinois, 61103, USA
Listed on 2026-07-30
Listing for:
Merit Financial Advisors
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Merit Financial Advisors is seeking a Client Service Associate to ensure exceptional client service and confidentiality in all business matters. The role involves managing client interactions, handling paperwork, and supporting advisors across multiple tasks to maintain smooth operations.
Ideal candidates have a degree and 1–2 years in wealth-management client service, with experience on Fidelity or Schwab platforms and proficiency in Outlook, Excel, Salesforce, and related systems.
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