Description
Wealth Enhancement, an independent wealth management firm since 1997, is seeking a Sr. Client Service Associate for their McKinney, TX office. The role involves acting as a liaison between clients and Financial Advisors, managing new client onboarding, relationship management, preparing for client reviews, and ensuring comprehensive client satisfaction. The position requires strong communication skills, familiarity with financial terminology and products like annuities and mutual funds, and proficiency with software such as Salesforce and Microsoft Office Suite.
