Client Service Associate

Wealth Enhancement Group, LLC

Lancaster (CA)

On-site

USD 29,000 - 34,000

Full time

3 days ago

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Benefits offered by this job

Health insurance

401k with match

Paid time off

Paid holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group, LLC is hiring a Client Service Associate to serve as the primary contact for clients and provide an exceptional, professional client experience onsite in California. The role supports financial advisors with administrative tasks, coordinates meetings, and maintains client records with confidentiality and accuracy.

The position covers onboarding, CRM maintenance, and client communications, with emphasis on relationship-building and teamwork.

Qualifications

Bachelor's degree or equivalent in a relevant field is required.
Customer service training or knowledge is expected.
Ability to learn financial concepts and product offerings.

Responsibilities

Greet clients and ensure a welcoming office environment.
Coordinate meetings with vendors and sponsors; manage mail and supplies.
Maintain CRM/database; support brokers and clients with transactions.
Prepare client materials and conduct tax research as needed.
Promote knowledge of products and WEG processes to clients.

Skills

Customer service

Communication

Team orientation

Problem solving

Education

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

Tools

Salesforce

Workday

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. 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.

We have an exciting opportunity for a Client Service Associate! The Client Service Associate serves as a primary point of contact for clients and is the welcoming face of the office, creating a professional and exceptional client experience with every interaction. This role provides high-level administrative and operational support to financial advisors and clients, coordinates client meetings and communications, manages account and service requests. The Client Service Associate builds strong relationships with clients while maintaining confidentiality, accuracy, responsiveness, and attention to detail across all client service and administrative activities. This role is an On-site position.

In the spirit of pay transparency, we are excited to share the pay range for this position is $21.00 to $25.00, exclusive of bonuses and benefits.

Primary Job Functions

Reception / Office Support:

Greet clients; ensure office is clean and welcoming.
Schedule meetings with product vendors/sponsors.
Manage and distribute mail; coordinate overnight mail deliveries.
Handle housekeeping items – stock client and staff refreshments/snacks, water plants.
Receive store/office supply deliveries and put away.
Coordinate printer maintenance with vendor and Technology.

New Client Onboarding:

Ensures accurate completion of prospect / new client paperwork/set up.
Follow up on funds transfer from surrendering company.
Maintains (CRM) database and client files (Filing, copies, data input).
Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors.

#LI-MR1 #LI-Onsite

Client Relationship Management

Dialogues with clients to understand their personal history and build relationships.
Prepares account transactions, deposits, withdrawals, RMDs, etc., upon advisor direction.
Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing.

Client Review Prep and Follow Up

Gather client data and prepare the materials for client meetings and reviews.
Conducts Tax Research (1099s).
Completes any review follow up needs for client.

Industry / Product / Company Knowledge

Demonstrates knowledge and can accurately execute against WEG’s Suitability Guidelines and operational processes.
Understands financial and industry terminology and products.
Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, alternative investments.
Attends Client Services and company educational events.
May attend vendor presentations.

Team and Corporate Support

Assists Advisor Team Operations to streamline processes.
Completes operational projects to support enhancements and changes.

Education/Qualifications

Bachelor's degree (or equivalent experience) in a relevant field
Customer service training, knowledge, or experience
Ability and willingness to learn financial concepts and products
Capability to prioritize work, meet deadlines, and remain flexible under pressure
Strong team orientation and interpersonal skills
Ability to learn WEG’s sales model, processes, and procedures
Proficiency in understanding financial product features and riders, and the review process
Superior attention to detail and problem‑solving skills
Excellent verbal and written communication skills
Proficiency with Microsoft Office Suite or related software
Familiarity with Salesforce and Support Org functionality
Experience with Workday preferred
AI literacy, including the ability to use AI tools, evaluate AI-generated content, and adapt to evolving technologies
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 as this level is $42,500 to $63,750. However, the pay range bolded above is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

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)

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.

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.

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.

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