Sr. Client Service Associate - Office Administration
Wealth Enhancement Group(21 hours ago)
About this role
Wealth Enhancement is seeking a Sr. Client Service Associate in Greenville, SC, to serve as a liaison between clients and financial advisors. The role involves providing excellent service, managing client accounts, and supporting the client onboarding process. It requires in-office presence and offers competitive salary and benefits.
Required Skills
- CRM
- Salesforce
- Financial Planning
- Account Management
- Client Service
- Mutual Funds
- Microsoft Office
- Investment Products
- Customer Support
- Financial Documentation
Qualifications
- Bachelor's Degree in Business, Finance, or Economics
- 3 years Financial Services experience
- Minimum of 1 year as Client Service Associate
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