Client Services Associate – On-Site Wealth Management

Wealth Enhancement Group; Fort Washington (Montgomery County); On-site; USD 50,000 - 58,000; Full time

Benefits offered by this job

Training and professional development

Medical, dental and vision coverage

Health Savings Account with employer

Life and AD&D insurance

Disability insurance

401k with match and profit sharing

Wellness programs and resources

Paid time off and holidays

Parental leave and caregiver leave

Tuition/reimbursement

Job summary

Wealth Enhancement is hiring a Client Service Associate for our Fort Washington, PA on-site office. You will be the first point of contact, handling administrative tasks, onboarding clients, and coordinating meetings and service requests.

The role supports financial advisors, maintains CRM data, and ensures smooth day-to-day operations while upholding our standards. Strong communication and organizational skills are essential.

Qualifications

• Bachelor's degree (or equivalent) in a relevant discipline.
• Customer service training, knowledge, or experience.
• Interest in learning financial concepts and products.
• Ability to work with deadlines, remain flexible under pressure, and prioritize work.
• Ability to work collaboratively as a team member.
• Ability to learn WEG's sales model and WEG/LPL processes and procedures.
• Ability to learn financial product features and riders.
• Ability to learn the client review process and its completion.
• Strong attention to detail and effective problem-solving skills.
• Superior verbal and written communication skills.
• Proficiency with Microsoft Office Suite or related software.
• Familiarity with Salesforce and Support Org functionality.
• Experience with Workday preferred.
• Demonstrated ability to effectively use AI tools and technologies in daily work, including crafting prompts, evaluating AI-generated content, and integrating AI tools to enhance productivity while maintaining quality standards.
• Comfort with learning new AI applications and adapting to evolving AI tools and methodologies.

Responsibilities

• Greet clients and maintain a welcoming office.
• Schedule meetings with vendors and sponsors.
• Manage mail and coordinate deliveries.
• Maintain the CRM database and client files.
• Process funds transfers and new client paperwork.
• Assist advisors and coordinate service requests.
• Record client reviews and follow up actions.
• Support team operations and vendor management.

Skills

Customer service

Team player

Communication

Problem solving

Detail oriented

Microsoft Office

Salesforce

Workday

AI tools

Education

Bachelor's degree

Tools

Salesforce

Workday

Microsoft Office

Job description

Wealth Enhancement is hiring a Client Service Associate for our Fort Washington, PA on-site office. You will be the first point of contact, handling administrative tasks, onboarding clients, and coordinating meetings and service requests.

The role supports financial advisors, maintains CRM data, and ensures smooth day-to-day operations while upholding our standards. Strong communication and organizational skills are essential.