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Senior Client & Onboarding Lead
Job in
Glen Ellyn, DuPage County, Illinois, 60138, USA
Listed on 2026-07-18
Listing for:
VestGen Wealth Partners
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
Vest Gen Wealth Partners is seeking a Senior Client Service Associate in Glen Ellyn, IL to support financial advisors and the wealth management team. The role covers onboarding through ongoing service, ensuring accuracy and efficiency of internal processes in a boutique practice.
The ideal candidate brings prior financial services experience, exceptional attention to detail, and a proactive, solutions-minded approach to delivering elevated client experiences.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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