About this role
Client Service Associate / Client Service Manager at Wealthenhancement. Location: Malvern, Pennsylvania, United States. Role: greeting clients, onboarding clients, processing transactions Requirements: Bachelor's or equivalent experience; 3–5 years industry experience (≥1 year at WEG for manager consideration); FINRA Series 7 and 66 (or 63 and 65) for some offices; Microsoft Office and Salesforce proficiency; Workday preferred. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office Suite, Salesforce, Workday Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English