Client Service Associate
Wealth Enhancement Group(1 month ago)
About this role
A Client Service Associate at Wealth Enhancement supports the relationship between clients and financial advisors within a national wealth management firm. Based in Danbury, CT, the role contributes to the firm's personalized financial planning approach and helps maintain high standards of client service as part of a team.
Required Skills
- Client Service
- Account Setup
- Paperwork
- Salesforce
- Microsoft Office
- Communication
- Detail Orientation
- Problem Solving
- Custodian Liaison
- Financial Operations
Qualifications
- Bachelor's Degree (Preferred)
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