Tacoma, Washington, United States · On-site
The Company: Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial g…
Skills: Client Service, Wealth Management, Relationship Management, Administrative Support, Account Management
Tacoma, Washington, United States · On-site
Xanitos is a specialist in Ambulatory Cleaning Services: professional cleaning services for medical office buildings, clinics, outpatient surgery centers. Legion aims to provide support as a comprehensive solution to amb…
Skills: Janitorial services, Medical cleaning, Floor care, Dusting, Waste management
Tacoma, Washington, United States · On-site
$109k–$169k/yr
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisi…
Skills: Business development, Relationship management, Financial advice, Credit underwriting, Cash management
Tacoma, Washington, United States · On-site
About USS United Site Services is the industry leader in comprehensive site services, committed to creating partnerships that help enable our customers’ project and event success. Our deep industry expertise, excel…
Skills: Commercial driving, Fence installation, Equipment operation, Time management, Customer service
Tacoma, Washington, United States · On-site
$68k–$113k/yr
At CJ Schwan’s, we don’t just make food — we help create moments that matter. From kids devouring pizza after soccer practice, to students laughing over dumplings in a cafeteria, to families enjoying pie during the holid…
Skills: Distribution management, DOT compliance, Safety management, Team leadership, Routing optimization
Tacoma, Washington, United States · On-site
$21/hr–$28/hr
Shelter Monitor Posted on: 9/3/2026 Location: Aspen Court - Tacoma, WA Hours: Saturday and Sunday 9PM-9AM Reports To: Shelter Operations Manager Pay Range: $21.90 - $28.34 hourly Position Type: Non-exempt, unionized posi…
Skills: Conflict resolution, Problem solving, Customer service, Janitorial maintenance, Intake processing
Tacoma, Washington, United States · On-site
YOUR ROLE As a part-time Brand Ambassador, you bring our brand to life every day! Your goal is to provide everyone who comes in the store with an amazing shopping experience, making their day better than before they came…
Skills: Customer service, Sales, Communication, Problem solving, Teamwork
Tacoma, Washington, United States · On-site
Now is the time to join Tacoma Smiles Dentistry. You will have opportunities to learn new skills from our team of experienced professionals. If you're ready to take your career to the next level and gain valuable experie…
Skills: Comprehensive dental care, Patient comfort, Clinical mentorship, CAD/CAM, CBCT
Tacoma, Washington, United States · Remote Solely
About Us Mood Health is looking for independently licensed therapists in Washington who want the flexibility of remote practice without the headache of building and managing a private caseload. We handle client acquisiti…
Skills: Psychotherapy, Clinical assessment, Treatment planning, Telehealth, Clinical documentation
Tacoma, Washington, United States · On-site
$18/hr–$20/hr
DXL Group, the largest specialty retailer of men's Big + Tall apparel, is looking for a Retail Sales Associate, Key Holder who is committed to building long term relationships with our guests by providing an experience t…
Skills: Customer service, Sales, Coaching, Training, Product knowledge
Tacoma, Washington, United States · On-site
The Puyallup Tribe of Indians is committed to protecting and exercising the inherent inalienable sovereign rights of the Tribe and Individuals in the interest of the Medicine Creek Treat Territories, as stewards to ensur…
Skills: Courtroom security, Conflict resolution, Customer service, Public safety, Record keeping
Tacoma, Washington, United States · On-site
$69/hr–$94/hr
Where You’ll Work Virginia Mason Franciscan Health has a rich history of providing exceptional healthcare, dating back to 1891. Building upon a legacy of compassionate care and innovation, our organization has evolved ov…
Skills: Clinical Pharmacy, Medication Review, Drug Interaction Analysis, Patient Counseling, Medication Dispensing
Tacoma, Washington, United States · On-site
Overview Join Healthcare Services Group (HCSG) as a Housekeeper, where you will play a vital role in maintaining a clean and safe environment in a long-term care facility. At HCSG, we are passionate about positively impa…
Skills: Housekeeping, Sanitation, Infection Control, Customer Service, Cleaning
Tacoma, Washington, United States · On-site
Schedule: Varies Pay: Dependent on Qualifications (DOQ); merit-based increases Reports To: Food Services Director / Cook About Weatherly Inn Weatherly Inn is a family-owned senior living community known for excellence in…
Skills: Dishwashing, Sanitation, Kitchen maintenance, Meal preparation, Food handling
Tacoma, Washington, United States · On-site
$24/hr–$35/hr
About Indigo Urgent Care Indigo Urgent Care, a MultiCare Company, is the leading urgent care provider in the pacific northwest. With over 400,000 5-star reviews, Indigo is transforming health care through a truly people-…
Skills: Patient care, Clinical tasks, Clinic management, Customer service, BLS certification
Tacoma, Washington, United States · On-site
$27/hr–$44/hr
Does this position interest you? You should apply – even if you don’t match every single requirement! We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're so much more. We'll …
Skills: Auto glass repair, Vehicle glass replacement, Recalibration, Diagnostic testing, Customer service
Tacoma, Washington, United States · On-site
Would you like to join an international team working to improve the future of healthcare? Do you want to enhance the lives of millions of people? Grifols is a global healthcare company that since 1909 has been working to…
Skills: Phlebotomy, Customer service, Donor screening, Medical equipment operation, Biological fluid handling
Tacoma, Washington, United States · On-site
$1k–$2k/wk
CDL-A Local Building Materials Driver – $76K + $10K Bonus Earn approximately $76,000 per year on a dedicated local building materials account with daily home time, online orientation, and a $10,000 bonus. Deliver concret…
Skills: Class A CDL, Flatbed driving, Curtain-side trailer operation, Load securing, Tarping
Tacoma, Washington, United States · On-site
$28/hr–$39/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Coaching, Customer Service, Management, Performance Management, Talent Development
Tacoma, Washington, United States · On-site
Job Description Lot Attendant - Go Kia Tacoma Are you ready to kick-start your career in the fast lane? Do you have a passion for cars and a desire to be part of a dynamic team in the automotive world? If so, we have the…
Skills: Vehicle maintenance, Customer service, Organization, Communication, Attention to detail
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The Client Service Manager is responsible for managing client interactions, resolving administrative issues, and providing operational support for accounts. They also document all communications in Salesforce and collaborate with the regional team to ensure high-quality service and compliance.
Candidates must have an Associate’s or Bachelor’s degree and 2-4 years of experience in client service within a wealth management firm. Proficiency in Microsoft Office, Salesforce, and knowledge of securities industry regulations are required, with FINRA licenses preferred.
Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.
Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.
Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.
The Client Service Manager is a key role that ensures excellence in customer service. This person manages client interactions and maintains the highest level of confidentiality and discretion in all business matters to complete appropriate paperwork in a professional and timely manner.
· Account transfers
· Move money requests
· Branch check deposits to client accounts
· Conversions
· Beneficiary updates
· Estate Processing
· Process and manage all the new and existing annuity (custodian system) and life policies
· Alternative Investment Orders
Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.
Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.
Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market
Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.
On a mission to help advisors grow and advance their business.
Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their businesses. Merit Financial Advisors supports advisors affiliated with independent broker-dealers, as well as those who are registered investment advisors. Merit provides its advisors and offices with practice management resources, an industry-leading technology platform, superior operational support, and the investment expertise needed to drive growth and deliver a superior client experience. If you are looking to take your firm to the next level, please visit https://www.meritfinancialadvisors.com/for-advisors/ Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.
Offices: 2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009, US · 3595 Grandview Pkwy, Suite 225, Birmingham, Alabama 35243, US · 3001 Dallas Pkwy, 100, Frisco, Texas 75034, US · 130 Harbour Place Dr, Suite 250, Davidson, North Carolina 28036, US · 8826 Goodbys Executive Dr, Suite B, Jacksonville, Florida 32217, US
