Description
Wealth Enhancement is hiring in Walnut Creek, California for a Senior Client Service Associate or Senior Client Service Manager to support financial advisors with new client onboarding, client relationship management, account transactions, client review preparation, and operational support. The role requires strong organizational and communication skills, proficiency with Microsoft Office, familiarity with Salesforce, and 3–5 years of industry experience for the associate level; the manager level additionally requires 7+ years of experience and FINRA Series 7 and 66 or 63 and 65 licenses. The company offers a hybrid work arrangement, competitive salary ranges, and comprehensive benefits including medical, dental, vision, HSA, 401(k), PTO, and paid leave.
