Client Success Manager - Wealth Management
Wealth Enhancement Group, LLC
Wealth Enhancement Group is seeking a Client Service Manager in New Market, MD, to bridge clients and Financial Advisors. This on-site role may become hybrid after training, focusing on onboarding, account administration, and seamless client interactions. The position emphasizes client relationship management, accurate data handling in Salesforce, and collaboration with tax/legal counsels and external vendors. A background in wealth management and strong communication are required. #J-18808-Ljbffr Wealth Enhancement Group, LLC
Vacancy posted 3 days ago
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