Senior Client Experience Specialist - Wealth Management
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Finance & Banking
Job Description & How to Apply Below
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.
For the Senior Client Experience Specialist
- Wealth Management position at Wealth Enhancement, we are reviewing applications now.
This is an excellent position to take on the Senior Client Experience Specialist
- Wealth Management role at Wealth Enhancement.
As a Senior Client Experience Specialist
- Wealth Management, you will play an important part at Wealth Enhancement in Milwaukee, WI, United States.
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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