Client Service Associate
Wealth Enhancement Group(1 month ago)
About this role
A Client Service Associate at Wealth Enhancement supports the firm’s client-facing teams within the Centennial, CO office, helping to deliver personalized wealth management through the company’s team-based planning approach. This hybrid, 30-40 hour/week role is positioned as an early-career opportunity focused on client relationship support and operational onboarding within a national wealth management firm.
Required Skills
- Client Service
- Account Setup
- Financial Paperwork
- Salesforce
- Microsoft Office
- Communication
- Detail Oriented
- Problem Solving
Qualifications
- 4-year Degree Preferred
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