About this role
Sr. Client Service Associate at Wealthenhancement. Location: Jacksonville or Florida. Role: onboarding clients, managing accounts, preparing reviews Requirements: 3+ years financial services experience, 1+ year as client service associate; Bachelor's or equivalent preferred; proficient with Microsoft Office, Salesforce, Workday; strong verbal/written communication. Category: Customer Service Seniority: Mid Level Tools: Salesforce, Workday, Microsoft Office Suite Commitment: Full Time Workplace: Remote Languages: English