On-Site Senior Client Services & Operations Associate
Wealth Enhancement Group
Wealth Enhancement Group in Walnut Creek, CA is seeking a Senior Client Service Associate to partner with clients and advisors, delivering advanced service and operational support. You will coordinate onboarding, client reviews, and relationship management to ensure an exceptional client experience. Responsibilities include CRM management, processing transactions, and coordinating with tax or legal counsel as needed. #J-18808-Ljbffr Wealth Enhancement Group
Vacancy posted 1 day ago
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