Senior Client Service Associate

About the job

Senior Client Services Associate

Location: Cartersville, GA (in office or hybrid)

Employment Type: Full-time

Compensation: $60,000-$90,000 base + performance bonus (based on experience and registrations)

Start Date: Q1 2026

Established wealth management practice serving high-net-worth clients seeks an experienced Senior Client Services Associate to lead operational excellence and client service delivery. This is a critical role supporting our growth trajectory with opportunity to shape practice operations.

Client Service Excellence (60%)

• Manage complex service requests: account transfers, beneficiary changes, estate distributions, RMDs
• Own client onboarding from initial paperwork through funding
• Serve as primary contact for operational inquiries
• Coordinate with Raymond James service teams
• Proactively resolve issues before client impact
• Ensure timely follow-up and quality standards

Client Relationship Support (25%)

• Prepare meeting agendas and materials
• Attend client meetings and document decisions
• Execute post-meeting follow-up and correspondence
• Handle operational communications professionally
• Build trusted relationships through consistent service

Team & Process Leadership (15%)

• Mentor and train junior staff
• Document and improve workflows continuously
• Ensure compliance with firm policies
• Manage file organization and documentation
• Participate in strategic planning initiatives

You're energized by creating exceptional client experiences through operational excellence. You:

• Get satisfaction from solving problems before they become issues
• Naturally think three steps ahead
• Take ownership without hand-holding
• Communicate clearly with clients and teammates
• Find joy in helping others succeed

You're NOT looking to become a financial advisor - you recognize that operational leadership is a meaningful, rewarding career path for the long term.

Required Experience

• 5-10+ years in wealth management or financial services operations
• Proven track record with complex client service situations
• Experience with high-net-worth clients and sophisticated accounts
• Deep custodial platform knowledge (Raymond James experience a strong plus)
• Expert knowledge of account types (taxable, IRA, trust, business, etc.)
• Strong understanding of beneficiary designations and estate planning basics
• Proficiency with CRM systems and financial planning software

Professional Qualities

• Exceptional attention to detail with zero-error mentality
• Outstanding written and verbal communication
• Proactive problem solver who anticipates needs
• Works independently while collaborating effectively
• Professional demeanor and polished client interaction
• Service-oriented with genuine care for client experience

Preferred (But Not Required)

• Series 7/66 licenses (or willingness to obtain)
• Fee-based advisory practice experience
• Staff mentoring/training experience
• FPQP or similar certification
• Commissioned notary public

Important Note: CFP designation is NOT required. This is a career operations role, not an advisor development position.

We re a fee-based wealth management practice affiliated with Raymond James Financial Services, serving select high-net-worth families with comprehensive financial planning and investment management.

• Sophisticated financial planning with multigenerational focus
• Small, highly collaborative team (currently 3 people)
• Direct partnership with Principal Advisor
• Clear growth trajectory and voice in strategic decisions
• Professional development and continuing education support

Salary: $60,000-$90,000 base (commensurate with experience and registrations)

Bonus: Performance-based annual bonus

Retirement: 401(k) with employer match

Development: Professional development and continuing education support

How to Apply – Easy Apply Button

Please submit:

Resume highlighting relevant wealth management experience

• Why you re interested in an operations leadership role (vs. advisor track)
• Example of a complex client service situation you ve successfully managed
• What you re looking for in your next career move

Merritt Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

#Financial Services #Wealth Management #Client Services #Raymond James #Operations #Cartersville

GA #Hiring