Sr Client Service Associate (Hybrid Role)
Wealth Enhancement Group(1 month ago)
About this role
A Senior Client Service Associate at Wealth Enhancement is a client-facing role on the Client Service Team that acts as a liaison between clients and Financial Advisors. The position is based in West Conshohocken and supports the firm's wealth management services on a hybrid schedule.
Required Skills
- Client Onboarding
- Account Setup
- CRM
- Data Entry
- Excel
- Microsoft Office
- Client Relations
- Vendor Management
- Problem Solving
- Detail Oriented
+1 more
Qualifications
- 4-Year Degree Preferred
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