Part-Time Client Service Associate — Wealth Management
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Services, Portfolio & Asset Management
Wealth Enhancement Group, a leading independent wealth management firm, seeks a Part-time Client Service Associate in Northbrook, IL. You will perform reception duties, onboarding of new clients, CRM maintenance, and support advisors in client review preparation.
The role emphasizes data accuracy, attention to detail, and teamwork with the advisor group. Candidate should have a Bachelor's degree or equivalent experience, strong communication skills, and comfort with financial concepts.
The Part-Time Client Service Associate — Wealth Management role at Wealth Enhancement Group is now open for applications in Northbrook, IL, United States.
We are seeking a motivated Part-Time Client Service Associate — Wealth Management to join Wealth Enhancement Group in Northbrook, IL, United States.
Consider building your career as a Part-Time Client Service Associate — Wealth Management at Wealth Enhancement Group.
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