Client Service Associate
Wealth Enhancement Group(1 day ago)
About this role
Wealth Enhancement is seeking a Client Service Associate responsible for providing exceptional service and support to clients, internal teams, and external partners. The role involves managing client onboarding, maintaining relationships, preparing review materials, and supporting operational processes in a collaborative environment.
Required Skills
- Customer Service
- CRM
- Financial Products
- Microsoft Office
- Data Analysis
- Communication
- Client Management
- Financial Terminology
- Teamwork
- Problem Solving
Qualifications
- Bachelor's Degree in Business, Finance, Economics or related field
- Customer Service Training or Experience
- Interest in Financial Concepts and Products
- Ability to Work Under Pressure and Prioritize
- Proficiency with Microsoft Office Suite
- Experience with Salesforce and Support Org
- Experience with Workday (preferred)
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