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Senior Client Service Associate – Onsite; Summit, NJ

Job in Summit, Union County, New Jersey, 07902, USA
Listing for: Wealth Enhancement Group
Full Time position
Listed on 2026-06-25
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Services, Financial Sales, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 65000 - 75000 USD Yearly USD 65000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Senior Client Service Associate – Onsite (Summit, NJ)

Wealth Enhancement Group is looking for a Sr Client Service Associate to join their Summit, NJ office. This onsite role involves managing client relationships, financial documentation, and supporting financial advisors. Ideal candidates will have a Bachelor's degree and relevant financial services experience.

The position offers a base salary from $65,000 to $75,000 with additional benefits. A collaborative workplace culture means you can grow your career in wealth management while helping clients achieve their financial goals.

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Position Requirements
10+ Years work experience
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