Client Service Associate or Senior Client Service Associate
Wealth Enhancement Group(21 days ago)
About this role
Wealth Enhancement is seeking a Client Service Associate or Senior Client Service Associate to join their team in Montclair Village, California. The role focuses on onboarding and servicing high-net-worth clients, ensuring accurate documentation, managing client relationships, and supporting the advisor team. It offers career growth opportunities within a collaborative environment.
Required Skills
- CRM
- Salesforce
- Financial Planning
- Client Relations
- Investment Knowledge
- Account Management
- Communication
- Data Entry
- Team Support
- Financial Products
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