Sr. Client Service Associate - Woodbury, MN

Only for registered members Woodbury, MN, United States

1 day ago

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Job summary

Wealth Enhancement es una firma de gestión patrimonial independiente con pasión por enriquecer las vidas de nuestros clientes. Buscamos perfeccionar nuestra craft personalizada para planificación financiera utilizando nuestro equipo basado Roundtable y UniFi que va más allá del estándar. Nuestros planes financieros únicos e inversiones administradas son ofrecidos a más de 80,000 hogares a través de nuestras oficinas nacionales.
  • Onboarding y servicios al cliente
  • Desenvolver relaciones clientelares

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