Client Service Associate

Wealth Enhancement; Atlanta (GA); Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401k with match

PTO and holidays

Tuition reimbursement

Paid parental leave

Job summary

Wealth Enhancement, a premier independent wealth management firm, seeks a Client Service Associate in Sandy Springs, GA. You will support high-net-worth clients and Financial Advisors, handling onboarding, account administration, and ongoing service needs.

This hybrid role requires a bachelor’s degree in finance or related field and 1–2 years in financial administration. Base salary ranges from $50,000 to $65,000 with discretionary bonus and comprehensive benefits.

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Economics, or related field preferred.
• 1–2 years of experience in financial administration or client service preferred.
• Interest in pursuing professional credentials such as CFP or Series 65 welcome but not required.
• Strong interpersonal skills with the ability to build effective team and client relationships.
• Professional communication skills and a client-facing presence.
• Motivated self-starter with a results-driven mindset.
• Strong organizational abilities with attention to detail and ability to meet deadlines.
• Proficiency in Microsoft Office applications; Salesforce, Orion, or eMoney a plus.
• Familiarity with Fidelity or Schwab custodial platforms is beneficial.
• Comfort with learning new AI applications and ongoing learning.

Responsibilities

• Onboard and administer new client paperwork and accounts.
• Serve as primary client contact, coordinating next steps and follow-through.
• Process account transactions such as trades, deposits, withdrawals, and RMDs.
• Maintain accurate client data across Salesforce and custodial platforms.
• Prepare materials for client meetings and post-meeting tasks.
• Coordinate with clients’ tax or legal professionals when needed.
• Review quarterly statements and resolve issues.
• Support AI and digital tools to improve service quality.

Skills

Client service

Communication

Interpersonal skills

Organizational skills

Attention to detail

Problem solving

AI tools familiarity

Education

Bachelor’s degree in Finance, Financial Planning, Economics, or related field

Tools

Salesforce

Orion

eMoney

Microsoft Office

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between clients and the advisory team, you will help manage every aspect of the client experience, from onboarding and account administration to meeting preparation and ongoing service needs. This role is central to our team’s success. You will help shape our office culture by delivering exceptional service, maintaining strong relationships with clients and partners, and ensuring our advisors have the operational support they need.

The ideal candidate brings foundational financial knowledge, professional communication skills, attention to detail, and the ability to manage multiple priorities with confidence. This position is an excellent fit for someone interested in growing into a future Financial Advisor role. If you are ambitious, client focused, and eager to build a long-term career in wealth management, this is a fantastic opportunity to grow with a collaborative team.

This is a hybrid position, typically in-office Tuesday-Thursday each week.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 to $65,000.00 depending on experience, plus discretionary annual bonus eligibility, and benefits.

Primary Job Functions

New Client Onboarding and Administration

• Accurately prepare and process all prospect and new client paperwork
• Track and follow up on incoming fund transfers from external institutions
• Research and resolve issues with internal departments and third‑party vendors
• Maintain prospect and account information

Client Relationship Management and Review Support

• Engage with clients to understand their background, goals, and financial needs
• Serve as a primary point of contact for client inquiries, coordinating next steps, and ensuring timely follow‑through
• Prepare and process account transactions such as trades, deposits, withdrawals, and RMDs
• Maintain accurate client data across Salesforce (CRM), custodial platforms, and portfolio accounting systems
• Gather and organize client information and prepare materials for client meetings
• Complete all post‑meeting tasks to ensure a seamless client experience
• Coordinate with clients’ tax or legal professionals, including review of 1099s as needed
• Review and troubleshoot quarterly statements when required

Improve Service Quality by Using AI and Digital Tools

• Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment
• Identify and elevate inaccurate information and knowledge gaps, or issues related to digital tools

Team and Corporate Support

• Assist the Advisor Team with operational improvements and process enhancements
• Support firmwide operational projects and initiatives
• Communicate process updates, sales information, and operational changes to the team
• Manage vendor relationships in alignment with Service Level Agreements
• Contribute to ad hoc projects as assigned
• Provide backup support for the Front Desk, including answering phones, greeting clients, managing mail, and maintaining organized common areas

Industry And Company Knowledge

• Demonstrate understanding of Wealth Enhancement Group's Suitability Guidelines, operational processes, and sales model
• Maintain working knowledge of financial terminology, products, and industry standards
• Participate in Client Services meetings and company educational events

Education & Qualifications

• Bachelor’s degree in Finance, Financial Planning, Economics, or a related field preferred (or equivalent as demonstrated through one or a combination of the following: work experience, training, military experience, or education)
• 1–2 years of experience in financial administration or client service preferred (candidates with more experience to be considered for a Sr CSA title)
• Interest in pursuing professional credentials such as the CFP or Series 65 welcome but not required
• Strong interpersonal skills with the ability to build effective team and client relationships
• Professional communication skills and a confident, client‑facing presence
• Highly motivated self‑starter with a results‑driven mindset
• Strong organizational abilities with a solution‑oriented approach, attention to detail, and comfort working under deadlines
• Proficiency in Microsoft Office applications
• Experience with Salesforce, Orion, or eMoney is a plus
• Familiarity with Fidelity or Schwab custodial platforms is beneficial
• Comfort with learning new AI applications and understanding their appropriate use cases and limitations; as AI technology evolves, continued learning and adaptation will be expected
• Proficient at using AI and digital tools

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at this level is $42,500.00 to $84,000.00. However, the base salary range bolded above ($50,000.00 to $65,000.00) is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• Medical, dental and vision coverage (Available to full‑time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre‑determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.