Wealth Client Experience Specialist
Merit Financial Advisors LLC
Merit Financial Advisors, based in Rockford, IL, is seeking a Client Service Associate to enhance client interactions and ensure operational excellence. The successful candidate will manage various administrative tasks and provide operational support while maintaining strong relationships with clients. This role requires 1–2 years of experience in wealth management client service, excellent communication skills, and proficiency in industry tools like Salesforce. Benefits include competitive salary, medical, dental, and retirement options. #J-18808-Ljbffr
Vacancy posted 1 day ago
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