Client Services Manager: Onboarding & HNW
Listed on 2026-10-15
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Finance & Banking
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Customer Service/HelpDesk
Location: Atherton
Wealth Enhancement Group in Oakwood, CA is seeking a Client Service Manager to focus on onboarding and servicing high-net-worth clients. The role involves coordinating onboarding across platforms, maintaining client records, and providing ongoing service with a strong emphasis on compliance and team collaboration.
The role requires a bachelor’s degree and 2+ years in wealth management, with superb communication and mentoring abilities. Competitive salary with team bonus eligibility.
Step into the Client Services Manager:
Onboarding & HNW Support role at Wealth Enhancement Group in Atherton, CA, United States and grow with us.
The Client Services Manager:
Onboarding & HNW Support role at Wealth Enhancement Group is now open for applications in Atherton, CA, United States.
Join us at Wealth Enhancement Group as our next Client Services Manager:
Onboarding & HNW Support in Atherton, CA, United States.
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