Wealth Enhancement Group

Client Service Manager

Wealth Enhancement Group(1 day ago)

Brentwood, TNOnsiteFull TimeJunior$70,000 - $95,000Client Services
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About this role

Wealth Enhancement is seeking a Client Service Manager for its Brentwood, TN office. The role focuses on onboarding and servicing clients with complex financial needs, acting as a liaison between clients and financial advisors. It offers career growth opportunities within a team-oriented environment.

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Required Skills

  • Microsoft Office
  • Salesforce
  • Financial Analysis
  • Client Relations
  • Account Management

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