Senior Client Services Manager — Wealth Planning & Onboarding
Wealth Enhancement Group
Wealth Enhancement Group in Walnut Creek, CA seeks a Sr. Client Service Manager to bridge clients and Financial Advisor Teams, managing client experience, paperwork, and review prep. You will coordinate onboarding, relationship management, and fee/transaction processing within a collaborative environment. The role requires 7+ years in the industry, FINRA Series 7 and 66 licenses, and a strong focus on accuracy, communication, and client service excellence. #J-18808-Ljbffr Wealth Enhancement Group
Vacancy posted 2 days ago
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