Client Service Manager
Wealth Enhancement Group(1 month ago)
About this role
Wealth Enhancement is an independent wealth management firm seeking a Client Service Manager to support onboarding and ongoing servicing of high-net-worth clients from its Pittsford, NY office. The role focuses on enhancing client relationships for those with complex service and investment needs within a collaborative, team-oriented environment with career advancement opportunities.
Required Skills
- Client Onboarding
- Salesforce
- Account Transactions
- Tax Research
- Relationship Management
- Financial Products
- Microsoft Office
- Detail Orientation
- Communication
- Organization
Qualifications
- 4-year College Degree (Preferred)
- 3+ Years Industry Experience
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
Senior Client Associate
Neuberger Berman(26 days ago)
Vice President, Private Client Group
SCS Financial(11 days ago)
Private Wealth Associate
AllianceBernstein(4 months ago)
Wealth Planner
Cerity Partners(2 months ago)
Tax Services Manager
Hub International(25 days ago)
Private Client Specialist I - New York, NY
TD Bank Group(1 month ago)