About this role
Sr Client Service Associate at Wealthenhancement. Location: Great Neck, New York, United States. Role: Onboard clients, Process paperwork, Manage accounts Requirements: Bachelor’s degree (or equivalent); 3+ years financial services experience; minimum 1 year as Client Service Associate; strong verbal/written communication; proficient with Microsoft Office; Salesforce familiarity. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Microsoft Office Suite, Excel Commitment: Full Time Workplace: Onsite Languages: English