About this role
Senior Client Service Associate at Wealthenhancement. Location: Iselin, New Jersey, United States. Role: serving clients, processing transfers, managing crm Requirements: Provide client-facing service and account operations supporting financial advisors; proficiency with Microsoft Office, CRM (Salesforce) and custodial platforms; strong attention to detail and multitasking; 5+ years of financial services experience preferred. Category: Customer Service Seniority: Senior Level Tools: Microsoft Office Suite, Salesforce, Schwab, Fidelity, Raymond James Commitment: Full Time Workplace: Hybrid Languages: English