Senior Client Experience Advisor
Wealth Enhancement
Wealth Enhancement in Walnut Creek, CA invites a Sr Client Service Associate to be a trusted partner to clients and advisors, delivering advanced support in client service and operations. This on-site role focuses on onboarding, relationship management, and proactive client engagement within a team-driven wealth management environment. The position emphasizes accurate paperwork, CRM management, and coordination with vendors, brokers, and tax/legal partners to ensure exceptional client #J-18808-Ljbffr Wealth Enhancement
Vacancy posted 1 day ago
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