Client Experience Specialist

Wealth Enhancement; Lancaster (CA); On-site; USD 29,000 - 34,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

HSA with employer contribution

401k with match

Job summary

Wealth Enhancement, a nationwide independent wealth management firm, seeks a Client Service Associate for an on-site role in California. The position focuses on delivering exceptional client experiences, supporting financial advisors, and handling administrative duties.

You will manage onboarding, client communications, and CRM records while aligning with our Roundtable and UniFi processes. Qualified candidates have a Bachelor's or equivalent, strong communication, and familiarity with Office

Qualifications

• Bachelor's degree or equivalent in a relevant field.
• Customer service training or experience.
• Willingness to learn financial concepts and products.
• Ability to prioritize work and meet deadlines under pressure.
• Strong teamwork and interpersonal skills.
• Excellent verbal and written communication.
• Familiarity with Salesforce, Workday, and Office software.
• AI literacy and ability to use AI tools.

Responsibilities

• Serve as primary client contact and deliver a welcoming office experience.
• Schedule meetings and manage client communications.
• Maintain CRM and client files; handle funds transfer follow-ups.
• Assist advisors with account transactions and requests.
• Prepare for client meetings with data gathering and reports.
• Apply knowledge of investments and products to client discussions.
• Support operations and project enhancements for the team.

Skills

Customer service

Interpersonal skills

Communication

Microsoft Office

Salesforce familiarity

Workday experience

AI literacy

Education

Bachelor's degree or equivalent

Customer service training

Ability to learn financial concepts

Tools

Salesforce

Workday

Microsoft Office Suite

Job description

Wealth Enhancement, a nationwide independent wealth management firm, seeks a Client Service Associate for an on-site role in California. The position focuses on delivering exceptional client experiences, supporting financial advisors, and handling administrative duties.

You will manage onboarding, client communications, and CRM records while aligning with our Roundtable and UniFi processes. Qualified candidates have a Bachelor's or equivalent, strong communication, and familiarity with Office