Client Experience Specialist - Wealth Management

Wealth Enhancement Group; South San Francisco (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

401k with match

Health benefits

Paid time off (PTO)

Paid holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group is seeking a Client Service Associate to be the welcoming face of the office and deliver an exceptional client experience. The role supports financial advisors with high-level administrative tasks, coordinates client meetings, and manages service requests to ensure smooth office operations.

This on-site role requires a bachelor’s degree, strong client service skills, and the ability to learn financial concepts while collaborating with the team to support growth and

Qualifications

• Bachelor’s degree (or equivalent) in a relevant field.
• Customer service training or experience.
• Ability and willingness to learn financial concepts and products.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Suite and CRM tools.
• Familiarity with Salesforce and Workday preferred.

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 mail 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, copying, and data input.

Skills

Customer service

Communication

Attention to detail

Teamwork

Adaptability

Confidentiality

Education

Bachelor’s degree (or equivalent) in a relevant field

Tools

Salesforce

Workday

Job description

Wealth Enhancement Group is seeking a Client Service Associate to be the welcoming face of the office and deliver an exceptional client experience. The role supports financial advisors with high-level administrative tasks, coordinates client meetings, and manages service requests to ensure smooth office operations.

This on-site role requires a bachelor’s degree, strong client service skills, and the ability to learn financial concepts while collaborating with the team to support growth and