Senior Client Service Manager

Wealth Enhancement Group All jobs
Remote United States
1 month(s) ago Remote
Go CA Salesforce CRM Word Excel Outlook Powerpoint AI
Bachelor's Degree
English
Job Overview
Company Wealth Enhancement Group
Job Type Full-time
Job Level lead
Pay 100K - 126K
Currency USD
Pay Cycleyearly
Posted 2026-09-16
Last Seen 1 month(s) ago

Job Description

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90000 households from our over 175 offices - and growing - nationwide. Since 1997 Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information please visit www.wealthenhancement.com. We have an exciting opportunity for a Sr Client Service Manager supporting our Novato CA team! The … Sign In to View

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