Client Service Associate
Wealth Enhancement Group(1 year ago)
About this role
A Client Service Associate at Wealth Enhancement supports the relationship between clients and Financial Advisors within the firm’s Queensbury, NY office. The role contributes to the delivery of personalized financial planning and investment management as part of the company's team-based advisory model. The position sits within a national wealth management firm serving tens of thousands of households.
Required Skills
- Client Service
- Account Setup
- Paperwork
- CRM
- Microsoft Office
- Communication
- Detail Orientation
- Problem Solving
- Broker Liaison
- Fund Transfers
+2 more
Qualifications
- 4-year Degree Preferred
- Series 7
- Series 66
- Series 65
- Series 63
Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Wealth Enhancement Group
Similar Jobs
Private Client Advisor Associate
Commerce Bank(1 month ago)
Investment Administrator
Hub International(1 month ago)
Senior Client Associate
Neuberger Berman(26 days ago)
Private Client Specialist I - New York, NY
TD Bank Group(1 month ago)
Client Relationship Associate
Raymond James & Associates, Inc., Research Division(5 months ago)
Private Client Banker
KeyBank(26 days ago)