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© All Rights Reserved. ApplyBlast.com
Meritas Advisory Group
A Client Service Associate at a wealth management firm supports financial advisors by managing client accounts, preparing documentation, and maintaining compliance. The role involves using financial planning software, CRM systems, and investment platforms to ensure accurate and efficient client service.
Headquarters
Belleair Bluffs, Florida, United States
Company Size
1-10 employees
Founded
2019
Meritas Advisory Group is a leadership advisory firm that helps leaders align their people, strategy, and spend through services including talent optimization, executive coaching, mental fitness (PQ), and strategic procurement advisory. Founded in 2019, they have coached 600+ leaders and delivered $500M+ in procurement savings, serving clients from startups to Fortune 100 companies. The firm is a Certified PI Partner and Talent Optimization Consultant, and authored the book 'Build Teams That Click.'
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Meritas Advisory Group.
56% above the average for this role
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