Client Services Associate, Wealth Management – On-site

Wealth Enhancement Group; Richmond (VA); On-site; USD 61,992,000 - 74,390,400; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

HSA/FSA benefits

401k with match

Paid time off

Job summary

Wealth Enhancement Group seeks a Client Service Associate for our Richmond, VA office to support clients, external partners, and internal advisors. This on-site role emphasizes onboarding, CRM maintenance, and coordinating with the advisory team.

You will prepare account transactions, respond to client requests, and collaborate with advisors and tax/legal counsel. Bachelor's degree preferred and opportunities for growth exist.

Qualifications

• Bachelor's degree (or equivalent) in business, finance, economics, or related field.
• Customer service training or experience.
• Ability to learn financial concepts and products.

Responsibilities

• Onboard new clients accurately and set up paperwork.
• Maintain CRM records and process transfers.
• Prepare account transactions and assist with client requests.

Skills

Customer service

Verbal and written communication

Office software

CRM basics

Team collaboration

Education

Bachelor's degree (or equivalent)

Tools

Salesforce

Workday

Microsoft Office

Job description

Wealth Enhancement Group seeks a Client Service Associate for our Richmond, VA office to support clients, external partners, and internal advisors. This on-site role emphasizes onboarding, CRM maintenance, and coordinating with the advisory team.

You will prepare account transactions, respond to client requests, and collaborate with advisors and tax/legal counsel. Bachelor's degree preferred and opportunities for growth exist.