Wealth Management Client Service Associate
Listed on 2026-10-07
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Finance & Banking
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Customer Service/HelpDesk
Meritrust Credit Union seeks a Client Service Assistant to provide administrative, operational, and relationship support to the Wealth Management team. This unlicensed role focuses on delivering an exceptional member experience by coordinating advisor activity, maintaining records, and facilitating processes.
Working closely with Financial Advisors, internal partners, and vendor teams, you will support client onboarding, communications, and campaigns while contributing to service improvements
This opening is for the Wealth Management Client Service Associate role at Meritrust Credit Union.
This role, Wealth Management Client Service Associate at Meritrust Credit Union, could be your next career step.
Are you ready to take on the Wealth Management Client Service Associate role at Meritrust Credit Union?
We would love to welcome a new Wealth Management Client Service Associate to our organisation in Wichita, KS, United States.
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