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Client & Onboarding Specialist
Job in
Dix Hills, Suffolk County, New York, USA
Listed on 2026-07-18
Listing for:
Wealth Enhancement Group, LLC
Full Time
position Listed on 2026-07-18
Job specializations:
-
Customer Service/HelpDesk
CRM Systems & Management
Job Description & How to Apply Below
Wealth Enhancement Group, LLC is seeking a Client Service Associate/Sr. Client Service Associate in Deer Park, NY. The role supports clients and the advisory team, handling onboarding, fund transfers, CRM maintenance, and client communications.
The position emphasizes collaboration, accuracy in data, and knowledge of a broad product set. A bachelor’s degree and FINRA licenses plus experience with Salesforce and Workday are required, with on‑site duties in a fast-paced environment.
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