Senior Client Service Associate
Wealth Enhancement Group(4 months ago)
About this role
A Senior Client Service Associate at Wealth Enhancement serves as the primary liaison between clients and the Financial Advisor, supporting the advisor team to ensure an exceptional client experience. The role is based in the Philadelphia office and sits within the firm’s client-facing wealth management operations. This position supports growth and client retention through high-touch relationship management and team collaboration.
Required Skills
- Client Onboarding
- Account Setup
- Asset Transfers
- Salesforce
- Trade Processing
- Tax Research
- Client Communication
- Relationship Management
- Detail Orientation
- Organization
+4 more
Qualifications
- 4-Year Degree (Preferred)
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