Client Service Associate
Wealth Enhancement Group(1 month ago)
About this role
A Client Service Associate at Wealth Enhancement supports the firm’s team-based wealth management approach, helping deliver personalized financial planning to clients. Based in Rochester, MN, this associate works closely with financial advisors, clients, and external partners and is positioned for growth and potential leadership responsibilities.
Required Skills
- Client Onboarding
- CRM
- Data Entry
- Asset Recording
- Client Communication
- Trade Processing
- Tax Research
- Product Knowledge
- Microsoft Office
- Salesforce
+4 more
Qualifications
- Bachelor's Degree in Business, Finance, or Economics
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