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Sr Client Service Associate at Wealth Enhancement Group - ApplyBlast

Sr Client Service Associate

Wealth Enhancement Group

5 months ago

3.9 on Glassdoor

Charleston, WV

Onsite

Full Time

Senior

0 applicants

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About this role

A Sr Client Service Associate at Wealth Enhancement supports high-net-worth clients by managing their financial needs, ensuring accurate paperwork, and maintaining CRM systems. The role involves client relationship management, account review preparation, and coordination with financial advisors and vendors.

Skills

Qualifications

Bachelor's Degree3+ years Financial Services experience1 year as Client Service AssociateSuperior verbal and written communication skillsProficient with Microsoft Office Suite

About Wealth Enhancement Group

wealthenhancement.com

Headquarters

Plymouth, Minnesota, United States

Company Size

501-1000 employees

Founded

1997

View Profile

Wealth Enhancement Group is a comprehensive wealth management firm offering investment management, financial planning, tax strategies, and estate planning for individuals and businesses. They provide private client services, trust services, and specialized solutions such as retirement planning and business owner consulting, all delivered through a team-based approach.