Client Experience Manager, Wealth Management
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Banking & Finance
Wealth Enhancement in Charleston, WV is hiring a Client Service Manager to onboard and service high-net-worth clients. The role focuses on accurate new client setup, relationship management, and coordinating with advisors to meet complex needs.
You will utilize AI and digital tools to improve service quality while maintaining strong client communications. Ideal candidates have a 4-year degree (or equivalent), 3+ years in finance/banking, and proficiency with Salesforce, PowerPoint, and MS
This posting is for the Client Experience Manager, Wealth Management role at Wealth Enhancement, based in Charleston, WV, United States.
We are seeking a motivated Client Experience Manager, Wealth Management to join Wealth Enhancement in Charleston, WV, United States.
Consider building your career as a Client Experience Manager, Wealth Management at Wealth Enhancement.
The Client Experience Manager, Wealth Management position in the Sales field is open for applications.
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