Client Experience & Onboarding Specialist

Wealth Enhancement Group; Washington, Northern (Washington County, KY); Hybrid; USD 43,000 - 64,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) with match and profit sharing

Paid time off (PTO)

Life and AD&D insurance

Health Savings Account with employer

Disability insurance

Job summary

Wealth Enhancement Group seeks a Client Service Associate to be the first point of contact for clients at our Fort Washington, PA office. The role delivers administrative and operational support to financial advisors, coordinates meetings, manages requests, and ensures smooth day-to-day office operations.

The position is on-site, with a starting hourly range of $24–$28 and a salary grade of $42,500–$63,750. The role emphasizes client experience, CRM accuracy, and cross-functional collaboration.

Qualifications

• Bachelor's degree 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 procedures.
• Strong attention to detail and effective problem-solving skills.

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.
• Maintain the CRM database and client files, including filing, copies, and data input.
• 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.
• 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 WEG's Suitability Guidelines and sales model.
• Maintain proficiency with financial products and terminology.
• Attend client services and company educational events.

Skills

Customer service

Deadline-driven

Team player

MS Office

Salesforce

Workday

AI tools

Education

Bachelor's degree

Customer service training

Interest in finance concepts

Ability to work under deadlines

Tools

Salesforce

Workday

Microsoft Office

Job description

Wealth Enhancement Group seeks a Client Service Associate to be the first point of contact for clients at our Fort Washington, PA office. The role delivers administrative and operational support to financial advisors, coordinates meetings, manages requests, and ensures smooth day-to-day office operations.

The position is on-site, with a starting hourly range of $24–$28 and a salary grade of $42,500–$63,750. The role emphasizes client experience, CRM accuracy, and cross-functional collaboration.