Sr Client Service Associate

Job description

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com . Our Great Neck, NY office has an exciting opportunity for a Sr Client Service Associate ! This role serves as the liaison between the client and the Financial Advisor (FA) as part of our High-Net-Worth team. You will work with all aspects of the client experience by helping to deliver excellent service to clients and support, including financial paperwork and financial account review preparation. The ideal candidate thrives in a team-oriented environment and is motivated b...