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Client Onboarding & Wealth Management Lead

Job in Berwyn, Chester County, Pennsylvania, 19312, USA
Listing for: Merit Financial Advisors
Full Time position
Listed on 2026-03-14
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: Berwyn

A leading wealth management firm in Pennsylvania is seeking a Senior Client Service Manager to enhance the client experience by acting as a primary contact. Responsibilities include facilitating client onboarding, resolving inquiries, and coordinating with custodians. The ideal candidate has 3–7 years of experience in client service and a Bachelor’s degree in Business or Finance. This full-time position includes competitive salary and benefits.
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