Client Service Associate
Wealth Enhancement Group(1 month ago)
About this role
A Client Service Associate at Wealth Enhancement serves as the primary liaison between clients and the firm's Managing Director and Financial Advisors, supporting the client experience and administrative aspects of wealth management. The role is based in the Los Angeles office and is intended for candidates interested in pursuing a future career as a Financial Advisor. This is an on-site position.
Required Skills
- Client Service
- Account Setup
- Paperwork
- CRM
- Microsoft Office
- Salesforce
- Communication
- Detail Orientation
- Problem Solving
- Financial Operations
Qualifications
- Bachelor's Degree (Preferred)
- Willingness To Obtain CFP
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