Client Experience & Onboarding Specialist

Wealth Enhancement Group, LLC; Dix Hills (NY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Training and professional development

Medical, dental, and vision coverage

Health Savings Account (HSA)

401k with match and profit sharing

Paid time off and holidays

Job summary

Wealth Enhancement Group, LLC is seeking a Client Service Associate/Sr. Client Service Associate in Deer Park, NY. The role supports clients and the advisory team, handling onboarding, fund transfers, CRM maintenance, and client communications.

The position emphasizes collaboration, accuracy in data, and knowledge of a broad product set. A bachelor’s degree and FINRA licenses plus experience with Salesforce and Workday are required, with on‑site duties in a fast-paced environment.

Qualifications

• Bachelor’s degree (or equivalent) in business, finance, economics, or related field.
• Minimum of 3–5 years of industry experience.
• FINRA Series7 and 66 (or Series63 and 65) required.
• Custodial experience (Charles Schwab or Fidelity) required.
• Proficiency in Microsoft Office Suite and Salesforce.
• Workday experience preferred.
• Excellent oral and written communication skills.
• Ability to work under deadlines and prioritize work.
• Demonstrated ability to train new employees.
• Flawless data recording in Salesforce.

Responsibilities

• Reception & Office Support: greet clients, maintain a welcoming office, schedule meetings, and manage mail.
• New Client Onboarding: ensure paperwork accuracy, set up systems, follow up on fund transfers, maintain CRM and files.
• Client Relationship Management: engage with clients, prepare transactions, clarify requests, resolve issues, liaise with tax/legal counsel.
• Client Review Preparation & Follow‑Up: collect data, prepare meeting materials, conduct tax research (1099s).
• Industry, Product & Company Knowledge: know WEG guidelines, products, and events; attend trainings and vendor presentations.
• Team & Corporate Support: mentor peers, support advisor operations, drive process improvements, share updates.

Skills

Client service

Relationship building

Communication

Training

Education

Bachelor’s degree or equivalent in business/finance

FINRA Series 7 and 66

Tools

Salesforce

Microsoft Office

Workday

Job description

Wealth Enhancement Group, LLC is seeking a Client Service Associate/Sr. Client Service Associate in Deer Park, NY. The role supports clients and the advisory team, handling onboarding, fund transfers, CRM maintenance, and client communications.

The position emphasizes collaboration, accuracy in data, and knowledge of a broad product set. A bachelor’s degree and FINRA licenses plus experience with Salesforce and Workday are required, with on‑site duties in a fast-paced environment.