Senior Client Service Associate (Hybrid Role)
Wealth Enhancement Group(9 days ago)
About this role
Wealth Enhancement is seeking a Senior Client Service Associate to serve as the main point of contact between clients and financial advisors. The role involves managing client relationships, financial paperwork, and supporting operational processes, with a focus on delivering exceptional client service.
Required Skills
- Financial Planning
- Client Service
- CRM
- Account Management
- Financial Documents
- Communication
- VBA
- Microsoft Office
- Vanguard
- Financial Products
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