About this role
Client Service Associate at Merit Financial Advisors. Location: Rockford, Illinois, United States. Role: building relationships, processing transactions, documenting communication Requirements: Associate's or Bachelor's degree, 1–2 years client service in wealth management, experience on Fidelity or Schwab platforms, strong securities knowledge, Microsoft Outlook/Word/Excel and Salesforce proficiency, excellent communication and teamwork. Category: Customer Service Seniority: Entry Level Tools: Fidelity, Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion Commitment: Full Time Workplace: Onsite Languages: English