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Meritrust Wealth Management - Client Service Associate

MCM CPAs & Advisors
Louisville, KY
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Job Title: Client Service Associate

Reports to: Operations Manager

Level: Full time, non-exempt

Location: Louisville

Fast-growing wealth management firm located in Louisville, KY has an immediate opening for a Client Service Associate. Exciting opportunity for the individual who has excellent client service and time management skills; has proven ability to navigate fast paced job requirements with skilled interpersonal abilities; is capable of learning new processes with a foundational understanding of the financial services industry. This position has growth potential that will lead to further advancement by managing and leading people and strengthening processes.

Essential Duties and Responsibilities

· Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.

· Successfully partner with our Broker Dealer with new account establishment, money movement, account maintenance and compliance

· Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) when available

· Utilize our CRM, RedTail, to track work and create documentation of actions

· Deepen client relationships and establish credible rapport both in-person and via phone to identify potential benefits and services and enhance clients’ relationship with the firm.


· Respect and earn the respect of fellow team members

· Take ownership of identified processes and responsibilities

· Keep open communications with manager, team and leadership

· Perform work with confidence and pride, follow through to completion

· Dependable

· Make informed decisions-discuss with manager when needed

· Grow and learn from past mistakes

· Work in a safe, clean and employee friendly atmosphere


Knowledge, Skills, and/or Abilities

· Associate degree required; Bachelor degree preferred

· At least four years of financial services experience preferred

· Knowledge of investments, insurance, trust, and bank products preferred

· Advanced computer skills (Outlook, Word, Excel, Power Point) are essential

· Excellent communication skills, both verbally and in writing

· Strong time management and organizational skills; able to work independently and as a team member to manage multiple tasks at once

· Ability to build relationships with clients and internal team members at all levels

MCM CPAs & Advisors


Louisville, KY