ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Client Service Manager at Wealth Enhancement Group - ApplyBlast

Client Service Manager

Wealth Enhancement Group

9 months ago

3.9 on Glassdoor

Pittsford, NY

Onsite

Full Time

Manager

1 applicant

View Job Listing

Apply to 100+ jobs

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.

Skills

Qualifications

4-year College Degree (Preferred)3+ Years Industry Experience

About Wealth Enhancement Group

wealthenhancement.com

Headquarters

Plymouth, Minnesota, United States

Company Size

501-1000 employees

Founded

1997

View Profile

Wealth Enhancement Group is a comprehensive wealth management firm offering investment management, financial planning, tax strategies, and estate planning for individuals and businesses. They provide private client services, trust services, and specialized solutions such as retirement planning and business owner consulting, all delivered through a team-based approach.