Client Relationship & Onboarding Specialist
Listed on 2026-10-15
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Finance & Banking
Financial Sales, Banking & Finance
Merit Financial Advisors in Wilton, CT is seeking a Client Relationship Manager to ensure exceptional service, manage client interactions, and maintain confidentiality in all business matters. You will lead client onboarding, deepen relationships, prepare for advisor meetings, and coordinate with custodians to resolve issues while supporting ongoing account activity.
Requirements include a Bachelor's in Business or Finance, 7+ years in client service within wealth management, and familiarity
We are looking to fill the Client Relationship & Onboarding Specialist position at Tech Sales Jobs in Wilton, CT, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Relationship & Onboarding Specialist role in the description above.
We appreciate your interest in this position.
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