Hybrid Client Service Associate - Wealth Management
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Wealth Enhancement in Hartford, CT is seeking a Client Service Associate to bridge clients and the Financial Advisor, handling client paperwork, account reviews, and onboarding. This hybrid role involves in-office collaboration with the team and direct client interactions.
The position offers base salary in the range of $50,000 to $60,000 plus a discretionary bonus plan. A Bachelor’s degree and customer service experience are preferred, with opportunities for growth and professional development.
This posting is for the Hybrid Client Service Associate - Wealth Management role at Wealth Enhancement, based in Hartford, CT, United States.
All applications are reviewed carefully by our team.
The position is based in Hartford, CT, United States.
This opportunity is part of our work in Management & Operations, Sales.
The advertised compensation is 50.000 - 60.000.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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