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Part-Time Client Services Associate - Wealth Management

Wealth Enhancement Group

Wealth Enhancement Group is seeking a part‑time Client Service Associate in Northbrook, IL. You will greet clients, manage onboarding and CRM data, process transactions, and support advisors while maintaining strong client relations and accurate records.

The role emphasizes team collaboration, attention to detail, and the ability to learn financial products and AI-driven processes. Prior experience in client services is preferred.

#J-18808-Ljbffr
Vacancy posted 1 day ago
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