About this role
Client Service Associate at Wealthenhancement. Location: Milwaukee, Wisconsin, United States. Role: onboarding clients, processing paperwork, supporting advisors Requirements: Preferred bachelor's in business/finance/economics; 3+ years client-service or administrative experience in financial/investment firm; familiarity with brokerage paperwork; strong attention to detail and interpersonal skills; Microsoft Office proficiency; Salesforce/Adobe a plus. Category: Finance Seniority: Mid Level Tools: Microsoft Office, Salesforce, Adobe Commitment: Full Time Workplace: Onsite Languages: English