Client Service Associate

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

Benefits offered by this job

Medical, dental and vision coverage

Health Savings Account (HSA)

401k with match and profit sharing

Paid time off (PTO) and holidays

Parental leave and caregiver leave

Tuition reimbursement and professional

Job summary

Wealth Enhancement Group in Sandy Springs, GA is seeking a Client Service Associate to support high-net-worth clients and Financial Advisors. The role includes onboarding, account administration, meeting prep, and ongoing service, with a focus on timely follow-through and relationship-building.

The ideal candidate has foundational financial knowledge, strong communication skills, and the ability to manage multiple priorities in a hybrid office setting, typically in-office Tue-Thu.

Qualifications

• Bachelor’s degree preferred in Finance, Financial Planning, Economics, or related field.
• 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 and communication skills with client-facing presence.

Responsibilities

• New client onboarding and administration, including paperwork processing and account setup.
• Manage fund transfers and coordinate with external institutions and vendors.
• Maintain client data across Salesforce and custodial platforms; prepare meeting materials.
• Engage with clients to understand goals and financial needs; coordinate next steps.

Skills

Interpersonal skills

Professional communication

Attention to detail

Organizational skills

Microsoft Office

Salesforce

Orion

eMoney

AI tools knowledge

Education

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

Tools

Fidelity custodial platforms

Schwab custodial platforms

Job description

About Wealth EnhancementWealth 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. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.Primary Job FunctionsNew Client Onboarding and AdministrationAccurately prepare and process all prospect and new client paperworkTrack and follow up on incoming fund transfers from external institutionsResearch and resolve issues with internal departments and third‑party vendorsMaintain prospect and account informationClient Relationship Management and Review SupportEngage with clients to understand their background, goals, and financial needsServe as a primary point of contact for client inquiries, coordinating next steps, and ensuring timely follow‑throughPrepare and process account transactions such as trades, deposits, withdrawals, and RMDsMaintain accurate client data across Salesforce (CRM), custodial platforms, and portfolio accounting systemsGather and organize client information and prepare materials for client meetingsComplete all post‑meeting tasks to ensure a seamless client experienceCoordinate with clients’ tax or legal professionals, including review of 1099s as neededReview and troubleshoot quarterly statements when requiredImprove Service Quality by Using AI and Digital ToolsUse approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignmentIdentify and escalate inaccurate information and knowledge gaps, or issues related to digital toolsTeam and Corporate SupportAssist the Advisor Team with operational improvements and process enhancementsSupport firmwide operational projects and initiativesCommunicate process updates, sales information, and operational changes to the teamManage vendor relationships in alignment with Service Level AgreementsContribute to ad hoc projects as assignedProvide backup support for the Front Desk, including answering phones, greeting clients, managing mail, and maintaining organized common areasIndustry and Company KnowledgeDemonstrate understanding of Wealth Enhancement Group's Suitability Guidelines, operational processes, and sales modelMaintain working knowledge of financial terminology, products, and industry standardsParticipate in Client Services meetings and company educational eventsEducation & QualificationsBachelor’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 requiredStrong interpersonal skills with the ability to build effective team and client relationshipsProfessional communication skills and a confident, client‑facing presenceHighly motivated self‑starter with a results‑driven mindsetStrong organizational abilities with a solution‑oriented approach, attention to detail, and comfort working under deadlinesProficiency in Microsoft Office applicationsExperience with Salesforce, Orion, or eMoney is a plusFamiliarity with Fidelity or Schwab custodial platforms is beneficialComfort with learning new AI applications and understanding their appropriate use cases and limitations; as AI technology evolves, continued learning and adaptation will be expectedProficient at using AI and digital toolsWEG 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.#LI-HYBRID#LI-AP1Comprehensive Benefits OfferingsOur 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 developmentMedical, 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 expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 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 763-417-1700Information 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.Click the following link to view Federal and E-Verify posters: LinkOSHA 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.