Client Service Associate
Wealth Enhancement Group(3 months ago)
About this role
A Client Service Associate at Wealth Enhancement acts as a client-facing liaison supporting Financial Advisors and contributing to the delivery of personalized wealth management services. The role is based in Sandy Springs, GA and operates within the firm's hybrid work model. It supports the firm's client experience and planning processes within the Roundtable and UniFi frameworks.
Required Skills
- Client Service
- Account Setup
- Paperwork Processing
- Salesforce
- Microsoft Office
- Communication
- Attention To Detail
- Problem Solving
- Vendor Management
- Financial Operations
Qualifications
- 4-year Degree
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