Part-Time Client Services Associate – Wealth Management
Listed on 2026-10-07
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Finance & Banking
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Customer Service/HelpDesk
Wealth Enhancement Group is seeking a part‑time Client Service Associate in Northbrook, IL. You will greet clients, manage onboarding and CRM data, process transactions, and support advisors while maintaining strong client relations and accurate records.
The role emphasizes team collaboration, attention to detail, and the ability to learn financial products and AI-driven processes. Prior experience in client services is preferred.
Join us at Wealth Enhancement Group, LLC as our next Part-Time Client Services Associate – Wealth Management in Northbrook, IL, United States.
The position is based in Northbrook, IL, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 43.000 - 64.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Part-Time Client Services Associate – Wealth Management role in the description above.
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