Client Relationship & Onboarding Specialist
Listed on 2026-10-20
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Finance & Banking
Financial Sales, Banking & Finance -
Customer Service/HelpDesk
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
This role, Client Relationship & Onboarding Specialist at Merit Financial Advisors, could be your next move.
As a Client Relationship & Onboarding Specialist, you will play an important part at Merit Financial Advisors in Wilton, CT, United States.
We invite applications for the Client Relationship & Onboarding Specialist position located in Wilton, CT, United States.
The following position is for a Client Relationship & Onboarding Specialist with Merit Financial Advisors.
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