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Meridian Wealth Partners
We provide our clients with a comprehensive array of financial options and the trusted guidance to help them prepare for the future. We put the client first by utilizing our proprietary analytical system, the Progression of Wealth® financial planning. This revolutionary discipline connects the management of wealth to meaningful, personal goals.
Dealing with multiple brokers, banks and institutions can create fragmented finances. At Meridian Wealth Partners, we offer a more holistic approach to better organize and manage your portfolio. You benefit from better informational reporting, oversight and analytics once your assets are managed by a single trusted advisor.
In 2017, the revolutionary personalized planning process of HJ Wealth Management, LLC and the similar financial expertise of Meridian Financial Services combined to create Meridian Wealth Partners, LLC, all with the goal of further enhancing our client-first way of doing business.
Position summary: The Client Support Assistant will be responsible for a wide variety of duties as it relates to supporting the Director of Client Service, Directors, Managing Directors and other team members to deliver excellent client services and relationship management. In collaboration with our Director of Client Service, Directors, Managing Directors and other team members, this individual will focus on several key areas of the client experience including but not limited to – addressing client inquiries about products and services in a timely fashion, administering reports and preparing documents and presentations. In addition, this position is responsible for complying with established operating policies and procedures and reporting pertinent information to the immediate supervisor.
Qualifications required:
Essential functions and responsibilities:
Success factors/job competencies:
Physical demands, work environment, and location:
Performance standards:
Meridian is an Equal Opportunity Employer.
Job Type: Full-time
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
Banking
$50k-63k (estimate)
04/14/2024
08/10/2024
meridianbanker.com
SCOTTSDALE, AZ
200 - 500
2004
GERALD ERNST
$50M - $200M
Banking
Meridian is an innovative community bank providing a comprehensive array of financial services to businesses, professional practices and individuals in PA, NJ, DE and MD. In addition to a broad-based commercial lending portfolio, specialties include SBA lending, commercial and consumer real estate financing, residential mortgages, private banking, cash management and electronic payments processing. Meridian focuses on tailored financial solutions designed by experienced bankers and delivered through efficient, technological channels. Meridian also offers equipment financing through Meridian Eq ...
uipment Finance and investment management through Meridian Wealth Partners, both subsidiaries of Meridian Bank. Member FDIC | Equal Housing Lender
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