Sr Client Service Associate
Wealth Enhancement Group(2 days ago)
About this role
Wealth Enhancement is seeking a Client Service Associate to support the client onboarding process, manage client relationships, and assist with administrative and operational tasks in their Milwaukee office. The role involves coordinating between clients and financial advisors to ensure a smooth experience and proper account setup.
Required Skills
- Customer Service
- Financial Administration
- Account Management
- Microsoft Office
- CRM
- Client Relationship
- Administrative Support
- Financial Paperwork
- Vendor Management
- Process Improvement
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