Client Lead - Wealth Management
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Wealth Enhancement Group 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, account reviews, and ongoing client service to support the client experience.
The role requires 4-7+ years of client service in wealth management, a bachelor’s degree, and proficiency with Microsoft Office;
Salesforce and Adobe skills are a plus.
This opening is for the Client Experience Lead - Wealth Management role at Wealth Enhancement Group.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Milwaukee, WI, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 60.000 - 70.000.
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