Client Relationship Manager - Wilton

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience. Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow.

Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by Investment News and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

The Client Relationship Manager has a key role that ensures excellence in customer service. This person manages client interactions and maintains the highest level of confidentiality and discretion in all business matters to complete appropriate paperwork in a professional and timely manner.

• Facilitates & leads client on-boarding and intake meetings/discussions.
• Develop and maintain solid relationships with clients.
• Prepare for and occasionally attend client meetings with Advisor.
• Proactively identify, analyze, and implement opportunities for customer contact with the goal of improving the customer’s current financial position and simultaneously building and nurturing the existing customer relationships.
• Use judgement to assess client needs, concerns and feedback, decide appropriate action to take in order to serve clients.
• Investigate and resolve various administrative matters impacting the client’s overall situation, to include: abandoned property issues, cost basis determination, account and transaction history as needed, identification of fees assessed, resolution of corporate actions, and any other activity or issue needing attention.
• Troubleshoot, research, relay and engage with custodians to limit issues that may impact the client experience, this may require exercising discretion to find solutions and determine resources
• Ability to answer questions regarding forms, provide guidance and explain complex industry terminology, processes and set expectations that the client can easily understand
• Provide operational support for all existing and new clients including but not limited to:
• Account transfers
• Move money requests
• Branch check deposits to client accounts
• Conver…