Onsite Client Services & Onboarding Associate
Job in
Deer Park, Suffolk County, New York, 11729, USA
Listed on 2026-07-18
Listing for:
Wealth Enhancement Group
Full Time
position Listed on 2026-07-18
Job specializations:
-
Customer Service/HelpDesk
Customer Success Mgr./ CSM, Client Relationship Manager
Job Description & How to Apply Below
Wealth Enhancement Group in the United States seeks a Client Service Associate or Senior Client Service Associate to deliver personalized client support and keep advisory operations running smoothly. This on-site role involves client onboarding, relationship management, and ensuring accurate paperwork and data entry within the CRM.
The position requires 3–5 years of industry experience, a Bachelor's degree, and FINRA registrations (7/66 or 63/65).
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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