Sr. Client Service Associate
Wealth Enhancement Group(1 month ago)
About this role
A Senior Client Service Associate at Wealth Enhancement is a senior-level position on the Woodbury team within the firm's wealth management client service function, supporting high-net-worth households. The role is part of the firm's client service and compliance organization and is compensated with a base salary plus bonus eligibility. The position offers a hybrid work arrangement.
Required Skills
- Client Onboarding
- Trusts
- Alternative Investments
- Tax Issues
- Compliance
- Relationship Management
- CRM
- Salesforce
- Microsoft Office
- Communication
+1 more
Qualifications
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- State Insurance License
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