Senior Client Onboarding & Services Lead
Listed on 2026-10-12
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Customer Service/HelpDesk
Banking & Finance -
Finance & Banking
Banking & Finance
Wealth Enhancement Group in Oakwood, CA is seeking a Client Service Manager to onboard and service high-net-worth clients. You will gather documents, open accounts across platforms, and act as a primary liaison between clients, advisors, and operations.
The role emphasizes relationship management, timely client inquiries responses, and maintaining accurate records for compliance. Strong communication and industry knowledge are essential.
Join us at Wealth Enhancement Group as our next Senior Client Onboarding & Services Lead in Los Angeles, CA, United States.
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This posting is for the Senior Client Onboarding & Services Lead role at Wealth Enhancement Group, based in Los Angeles, CA, United States.
We are looking to fill the Senior Client Onboarding & Services Lead position at Wealth Enhancement Group in Los Angeles, CA, United States.
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