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Senior Client Services Specialist - Wealth Management
Job in
Woodbridge Township, Middlesex County, New Jersey, USA
Listed on 2026-07-12
Listing for:
Wealth Enhancement Group, LLC
Full Time
position Listed on 2026-07-12
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
Wealth Enhancement Group, LLC is seeking a Senior Client Service Associate based in Iselin, NJ. In this hybrid position, you will serve as the key point of contact between clients and financial advisors, ensuring smooth operations, managing financial paperwork, and enhancing client experiences.
The role requires a minimum of 5 years of financial services experience and proficiency with software like Salesforce. A competitive salary of $70,000 to $80,000, along with bonuses and comprehensive benefits, will be offered.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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