Client Experience & Onboarding Specialist

Wealth Enhancement Group; Fort Washington (MD); On-site; USD 33,000 - 39,000; Full time

Benefits offered by this job

Health insurance

401k with match

Paid time off

Paid holidays

Professional development opportunities

Job summary

Wealth Enhancement Group in Fort Washington, PA is seeking a Client Service Associate to be the primary contact for clients and to deliver an exceptional client experience. This on-site role provides administrative support, coordinates meetings, manages requests, and ensures smooth daily operations.

Responsibilities include onboarding new clients, maintaining CRM data, handling client requests, and supporting advisors.

Qualifications

• Bachelor’s degree (or equivalent experience) in a relevant discipline
• Customer service training, knowledge, or experience
• Interest in learning financial concepts and products
• Ability to work with deadlines, remain flexible under pressure, and prioritize work
• Ability to work collaboratively as a team member
• Ability to learn WEG’s sales model and WEG/LPL processes and procedures
• Ability to learn financial product features and riders
• Ability to learn the client review process and its completion
• Strong attention to detail and effective problem-solving skills
• Superior verbal and written communication skills
• Proficiency with Microsoft Office Suite or related software
• Familiarity with Salesforce and Support Org functionality
• Experience with Workday preferred
• Demonstrated ability to effectively use AI tools and technologies in daily work, including crafting prompts, evaluating AI-generated content, and integrating AI tools to enhance productivity while maintaining quality standards
• Comfort with learning new AI applications and adapting to evolving AI tools and methodologies

Responsibilities

• Greet clients and ensure the office is clean and welcoming
• Schedule meetings with product vendors and sponsors
• Manage and distribute mail and coordinate overnight deliveries
• Order office marketing materials and printer supplies; coordinate printer maintenance with vendors and Technology
• Ensure accurate completion of prospect and new client paperwork and setup
• Follow up on funds transfers from surrendering companies
• Maintain the CRM database and client files, including filing, copies, and data input
• Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors
• Record incoming assets to the appropriate tracking tool
• Engage with clients to understand their personal history and current financial needs
• Prepare account transactions, trades, deposits, withdrawals, and required minimum distributions (RMDs)
• Communicate to understand client requests, resolve issues directly or elevate to advisors as appropriate, including death claim processing
• Collaborate with clients’ tax or legal counsel as needed
• Gather client data and prepare materials for meetings and reviews
• Conduct tax research, such as for IRS Forms 1099
• Complete follow-up actions resulting from client reviews
• Demonstrate knowledge of and adherence to WEG’s Suitability Guidelines, operational processes, and sales model
• Understand financial terminology and product offerings
• Maintain working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
• Attend client services and company educational events; may attend vendor presentations
• Assist advisor team operations to streamline processes
• Complete operational projects to support enhancements and changes
• Communicate process and sales updates to the team
• Mentor and train Client Service Associates
• Manage vendors to Service Level Agreements
• All other duties as assigned.

Skills

Customer service

Communication

Teamwork

Attention to detail

Time management

Problem solving

Education

Bachelor’s degree in a relevant discipline

Tools

Microsoft Office Suite

Salesforce

Workday

CRM systems

Job description

Wealth Enhancement Group in Fort Washington, PA is seeking a Client Service Associate to be the primary contact for clients and to deliver an exceptional client experience. This on-site role provides administrative support, coordinates meetings, manages requests, and ensures smooth daily operations.

Responsibilities include onboarding new clients, maintaining CRM data, handling client requests, and supporting advisors.