Part-Time Client Service Associate — Wealth Management
Wealth Enhancement Group
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Benefits offered by this job
Job summary
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.
Job description
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.
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