Client Services & Onboarding Specialist

Wealth Enhancement Group; South San Francisco (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401k match

PTO 18 days

Paid holidays

Tuition reimbursement

Job summary

Wealth Enhancement is seeking a Client Service Associate to be the friendly first contact in our South San Francisco office. You will support financial advisors with administrative tasks, manage client requests, and help maintain accurate records and documentation.

The role emphasizes client service excellence, CRM upkeep, and collaboration with vendors. On-site position with competitive salary and comprehensive benefits offered.

Qualifications

• Bachelor's degree (or equivalent) in a relevant field.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office; familiarity with Salesforce and Workday preferred.

Responsibilities

• Greet clients and ensure the office is welcoming.
• Schedule meetings with vendors and sponsors.
• Maintain CRM databases and client files.
• Prepare account transactions and assist with transfers.
• Support advisors and coordinate client service requests.
• Collaborate with vendors and internal teams to improve processes.

Skills

Customer service

Team orientation

Communication

AI literacy

Education

Bachelor's degree

Tools

Salesforce

Workday

Microsoft Office

Job description

Wealth Enhancement is seeking a Client Service Associate to be the friendly first contact in our South San Francisco office. You will support financial advisors with administrative tasks, manage client requests, and help maintain accurate records and documentation.

The role emphasizes client service excellence, CRM upkeep, and collaboration with vendors. On-site position with competitive salary and comprehensive benefits offered.