About this role
Client Service Associate at Wealthenhancement. Location: Richmond, Virginia, United States. Role: onboarding clients, maintaining records, processing transactions Requirements: Bachelor's or equivalent experience in business/finance, customer service experience, proficiency with Microsoft Office, Salesforce; strong attention to detail and communication skills. Category: Finance Seniority: Entry Level Tools: Microsoft Office Suite, Salesforce, Workday Commitment: Full Time Workplace: Onsite Languages: English