Sr Client Service Associate
Wealth Enhancement Group(3 months ago)
About this role
Wealth Enhancement is an independent wealth management firm providing personalized financial planning and investment management to households nationwide. The Senior Client Service Associate is an on-site role in Milwaukee that supports client relationships within a team-based advisory model and serves as a liaison between clients and Financial Advisors. The position contributes to the firm's delivery of tailored financial plans and client service across the office.
Required Skills
- Client Onboarding
- Account Setup
- CRM
- Financial Paperwork
- Asset Recording
- Client Relations
- Microsoft Office
- Salesforce
- Adobe
- Detail Orientation
+4 more
Qualifications
- Bachelor's Degree in Business, Finance, or Economics (Preferred)
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