Client Service Manager
Wealth Enhancement Group(4 months ago)
About this role
The Client Service Manager will join Wealth Enhancement’s Goshen-area team to support onboarding and ongoing servicing of high-net-worth clients with complex financial needs. This on-site role works within a collaborative, team-based wealth management environment focused on delivering personalized financial planning and investment management.
Required Skills
- Client Onboarding
- Client Servicing
- Relationship Management
- Salesforce
- Trade Processing
- Tax Research
- Annuities
- Mutual Funds
- Fixed Income
- Alternative Investments
+5 more
Qualifications
- Bachelor's Degree
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
Investment Specialist
Hub International(1 month ago)
Investment Product Specialist
Hub International(26 days ago)
Client Support Specialist - Greater Atlanta, GA Area (REMOTE)
Fidelity(3 months ago)
Investment Trader
Integrity Marketing Group LLC(5 months ago)
Vice President, Private Client Group
SCS Financial(11 days ago)
Portfolio Trader
Focus Partners Wealth(12 days ago)