Client Services & Operations Associate - Wealth Management

Wealth Enhancement in Northbrook, IL is seeking a Client Service Associate to be the primary contact for clients and to support financial advisors with administrative and client service tasks.

You will handle onboarding of new clients, manage CRM updates, coordinate meetings, and assist with account transactions while maintaining compliance with company guidelines. This role offers thorough benefits and opportunities to grow within a collaborative, team-based environment.

As a Client Services & Operations Associate
- Wealth Management, you will play an important part at Wealth Enhancement in Northbrook, IL, United States.

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 Client Services & Operations Associate
- Wealth Management role in the description above.