Client Service Manager (On-site)
Wealth Enhancement Group(5 days ago)
About this role
Wealth Enhancement is seeking a Client Service Manager to join their team, focusing on delivering personalized financial planning and exceptional client service. The role involves managing client relationships, supporting administrative functions, and assisting with financial operations within the wealth management industry.
Required Skills
- Customer Service
- Financial Administration
- Account Management
- Client Relations
- Financial Tools
- CRM
- Problem-solving
- Communication
- Team Support
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