Senior Client Experience Specialist - Wealth Management
Listed on 2026-10-18
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Finance & Banking
Wealth Management, Financial Services
Wealth Enhancement in Milwaukee, WI is seeking a Senior Client Service Associate to join the Client Service Team as a liaison between clients and the Financial Advisor. You will handle onboarding, paperwork, and client review preparation, ensuring accurate data and smooth service delivery.
The role is on-site, with a starting base salary range of $60,000 to $70,000, exclusive of bonuses and benefits. Applicants are encouraged to share compensation expectations.
This role is for the Senior Client Experience Specialist
- Wealth Management role at Wealth Enhancement.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Client Experience Specialist
- Wealth Management role at Wealth Enhancement, based in Milwaukee, WI, United States.
We are looking to fill the Senior Client Experience Specialist
- Wealth Management position at Wealth Enhancement in Milwaukee, WI, United States.
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