Sr. Client Service Associate/ Sr. Client Service Manager
Wealth Enhancement Group(2 months ago)
About this role
A senior client service role at Wealth Enhancement supporting Financial Advisor teams and serving as the primary liaison for clients. The position is based in Walnut Creek, CA and focuses on delivering a high-quality client experience within a team-based wealth management firm. It includes roles at both Senior Client Service Associate and Senior Client Service Manager levels.
Required Skills
- Financial Concepts
- Organization
- Teamwork
- Accuracy
- Problem Solving
- Communication
- Microsoft Office
- Salesforce
- Workday
- Tax Research
+2 more
Qualifications
- Bachelor's Degree (preferred)
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
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