About this role
Client Service Manager at Merit Financial Advisors. Location: Oak Brook, Illinois, United States. Role: developing relationships, scheduling appointments, resolving inquiries Requirements: Associate's or Bachelor's degree, 2+ years client service in wealth management, FINRA Series (preferred), proficiency with Outlook/Word/Excel/Salesforce, strong securities knowledge, communication and teamwork skills. Category: Finance and Accounting Seniority: Entry Level Tools: Outlook, Word, Excel, Salesforce, Orion, Fidelity, Schwab Certifications: s6, s7, s63, s65, s66 Commitment: Full Time Workplace: Onsite Languages: English