Client Success & Onboarding Leader
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Customer Service/HelpDesk
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Finance & Banking
Job Description & How to Apply Below
Merit Financial Group seeks a Client Relationship Manager to ensure exceptional client service and maintain discretion in all dealings. You will handle onboarding, ongoing client interactions, and coordination with the Advisor to support client goals.
Responsibilities include transfers, money movements, annuity and life policy processing, and meticulous documentation in Salesforce. Competitive salary with a full benefits package is offered.
Consider building your career as a Client Success & Onboarding Leader at Merit Financial Group.
We are looking to fill the Client Success & Onboarding Leader position at Merit Financial Group in Wilton, CT, United States.
The Client Success & Onboarding Leader role at Merit Financial Group is now open for applications in Wilton, CT, United States.
Join us at Merit Financial Group as our next Client Success & Onboarding Leader in Wilton, CT, United States.
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