Description
Merit is hiring an Operations Associate to support wealth managers and client service teams nationwide by maintaining operational workflows, resolving account and custodial issues, managing user access and onboarding, processing account movements and alternative investment orders, reconciling data across systems, maintaining audit trails, and supporting operational projects. The role requires an associate’s or bachelor’s degree, at least two years of operations experience in a wealth management firm, securities industry knowledge, strong computer and Excel skills, and excellent communication and teamwork abilities. Benefits include medical, dental, and vision insurance, disability coverage, retirement matching, flexible spending accounts, paid time off, and paid holidays.
