Client Service Associate (Hybrid Opportunity)

About the role

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. We serve over 80,000 households from 140 offices nationwide since 1997.

Responsibilities

• New Client Onboarding and Administration
• Accurately prepare and process all prospect and new client paperwork
• Track and follow up on incoming fund transfers from external institutions
• Research and resolve issues with internal departments and third-party vendors
• Maintain prospect and account information
• Client Relationship Management and Review
• Engage with clients to understand their background, goals, and financial needs
• Serve as a primary point of contact for client inquiries, coordinating next steps, and ensuring timely follow-through
• Prepare and process account transactions such as trades, deposits, withdrawals, and RMDs
• Maintain accurate client data across CRM, custodial platforms, and portfolio accounting systems
• Gather and organize client information and prepare materials for client meetings
• Complete all post-meeting tasks to ensure a seamless client experience
• Cook up and organize client information for meetings
• Coordinate with clients' tax or legal professionals, including review of 1099s as needed
• Review and troubleshoot quarterly statements when required
• Team and Corporate Support
• Assist the Advisor Team with operational improvements and process enhancements
• Support firmwide operational projects and initiatives
• Communicate process updates, sales information, and operational changes to the team
• Manage vendor relationships in alignment with Service Level Agreements
• Contribute to ad hoc projects as assigned
• Provide backup support for the Front Desk, including answering phones, greeting clients, managing mail, and maintaining organized common areas

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Economics, or a related field (or equivalent professional experience)
• 1–2 years of experience in financial administration or client service preferred
• Interest in pursuing professional credentials such as the CFP® or Series 65
• Strong interpersonal skills with the ability to build effective team and client relationships
• Professional communication skills and a confident, client-facing presence
• Highly motivated self-starter with a results-driven mindset
• Strong organizational abilities with a solution-oriented approach, attention to detail, and comfort working under deadlines
• Proficiency in Microsoft Office applications
• Experience with Salesforce, Orion, or eMoney is a plus
• Familiarity with Fidelity or Schwab custodial platforms is beneficial

Skills

• Comprehensive understanding of WEG’s Suitability Guidelines, operational processes, and sales model
• Maintain working knowledge of financial terminology, products, and industry standards
• Participate in Client Services meetings and company educational events

Benefits

• Comprehensive benefits offerings including health and wellness, financial well-being, professional development, and work/life harmony
• Training and professional development
• Medical, dental, and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Pay

The base salary range for this position is $50,000.00 to $65,000.00 depending on experience, plus discretionary annual bonus eligibility, and benefits.

Schedule

This is a hybrid position, typically requiring 3–4 days per week in the office.