Client Service Associate/Client Service Manager
Wealth Enhancement Group(1 month ago)
About this role
Wealth Enhancement is hiring for a Client Service Associate or Client Service Manager in its St. Cloud, MN office to support an Advisor Team and deliver exceptional client experiences. The role focuses on client onboarding, relationship management, and operational support within a team-based wealth management environment. Candidates may be considered at associate or manager levels depending on experience and licensing.
Required Skills
- Client Service
- Reception
- Scheduling
- Onboarding
- CRM
- Data Entry
- Trade Processing
- Account Transactions
- Communication
- Attention To Detail
+3 more
Qualifications
- Bachelor's Degree (Preferred)
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
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