Client Service Associate
Wealth Enhancement Group(1 month ago)
About this role
The Client Service Associate supports an Advisor Team at Wealth Enhancement, helping deliver a high-quality client experience for the firm’s wealth management clients. This entry-level, on-site role is based in Arden Hills, MN and is suitable for new graduates or candidates with 1–3 years of related experience. The position contributes to the firm’s personalized financial planning and client service operations within a team-based advisory model.
Required Skills
- Client Service
- Communication
- Excel
- Process Management
- Detail Orientation
- Problem Solving
- Transaction Processing
- Document Preparation
- Phone Support
Qualifications
- Bachelor’s Degree (Preferred)
- FINRA Series 7 (Desired)
- FINRA Series 66 (Desired)
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