Client Service Associate (Hybrid Opportunity)

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

Benefits offered by this job

Health and wellness coverage

401(k) with match

Paid time off

Job summary

Wealth Enhancement Group, LLC is seeking a Client Service Associate in Atlanta, GA. This role involves managing the client experience from onboarding to administration, acting as a liaison between clients and Financial Advisors.

Ideal candidates will have a Bachelor’s degree in a relevant field, 1–2 years of experience, and strong interpersonal skills. A comprehensive benefits package is offered, including health coverage and a 401(k) plan.

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Economics, or a related field.
• 1–2 years of experience in financial administration or client service preferred.
• Interest in pursuing professional credentials such as the CFP® or Series 65.

Responsibilities

• Manage onboarding and account administration for clients.
• Serve as the primary point of contact for client inquiries.
• Assist with operational improvements and process enhancements.

Skills

Interpersonal skills

Professional communication

Organizational abilities

Proficiency in Microsoft Office

Experience with Salesforce

Education

Bachelor’s degree in Finance or related field

1–2 years of experience in financial administration or client service

Tools

Salesforce

Orion

eMoney

Job description

Client Service Associate – Sandy Springs, GA

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients. Our Sandy Springs, GA office is seeking a Client Service Associate to serve as the primary liaison between high‑net‑worth clients and our Financial Advisors (FAs). In this role you will manage every aspect of the client experience, from onboarding and account administration to meeting preparation and ongoing service needs.

Key Responsibilities

• 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 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 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, review 1099s as needed.
  • Review and troubleshoot quarterly statements when required.
• 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’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 (or equivalent professional experience).
• 1–2 years of experience in financial administration or client service preferred.
• Interest in pursuing professional credentials such as the CFP® or Series 65.
• 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.

Compensation

Base salary range: $50,000.00 to $65,000.00, dependent on experience, plus discretionary annual bonus eligibility and benefits.

Benefits

Our benefits package includes health and wellness, financial well‑being, professional development, and work/life harmony. Eligible employees receive medical, dental, and vision coverage; Health Savings Account with employer contribution; Flexible Spending Accounts; Life and AD&D insurance; short‑term and long‑term disability; workers’ compensation; 401(k) with match and profit sharing; wellness programs; voluntary benefits such as pet insurance; paid time off; paid holidays; paid parental and caregiver leave; and tuition reimbursement for relevant credentials.

Equal Opportunity Employer

Wealth Enhancement is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status. The position may involve the use of artificial intelligence tools in the hiring process, but all AI‑supported evaluations are reviewed by our recruitment team to ensure fairness.