Part-Time Client Service Associate — Wealth Management

Wealth Enhancement Group; Northbrook (IL); Vor Ort; USD 43.000 - 64.000; Teilzeit

Benefits dieser Stelle

401(k) with match

Pet insurance

Paid time off

Zusammenfassung

Wealth Enhancement Group, a leading independent wealth management firm, seeks a Part-time Client Service Associate in Northbrook, IL. You will perform reception duties, onboarding of new clients, CRM maintenance, and support advisors in client review preparation.

The role emphasizes data accuracy, attention to detail, and teamwork with the advisor group. Candidate should have a Bachelor's degree or equivalent experience, strong communication skills, and comfort with financial concepts.

Jobbeschreibung

Wealth Enhancement Group, a leading independent wealth management firm, seeks a Part-time Client Service Associate in Northbrook, IL. You will perform reception duties, onboarding of new clients, CRM maintenance, and support advisors in client review preparation.

The role emphasizes data accuracy, attention to detail, and teamwork with the advisor group. Candidate should have a Bachelor's degree or equivalent experience, strong communication skills, and comfort with financial concepts.