Client Services & Operations Associate - Wealth Management

Wealth Enhancement; Northbrook (IL); On-site; USD 43,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401k with match

Tuition reimbursement

Paid holidays

Job summary

Wealth Enhancement in Northbrook, IL is seeking a Client Service Associate to be the primary contact for clients and to support financial advisors with administrative and client service tasks.

You will handle onboarding of new clients, manage CRM updates, coordinate meetings, and assist with account transactions while maintaining compliance with company guidelines. This role offers thorough benefits and opportunities to grow within a collaborative, team-based environment.

Qualifications

• Bachelor's degree (or equivalent) in a relevant discipline.
• Customer service training or experience.
• Interest in learning financial concepts and products.
• Strong attention to detail and problem-solving skills.
• Superior verbal and written communication skills.
• Proficiency with Microsoft Office Suite.
• Ability to learn WEG's sales model and processes.
• Ability to work under deadlines and in a team.
• Experience with AI tools is a plus.

Responsibilities

• Greet clients and ensure the office is welcoming.
• Schedule meetings with vendors and sponsors.
• Manage mail and coordinate deliveries.
• Order office materials and printer supplies; coordinate maintenance.

Skills

Customer service

Attention to detail

Verbal and written communication

Team collaboration

Learning AI tools

Education

Bachelor's degree (or equivalent)

Tools

Microsoft Office Suite

Job description

Wealth Enhancement in Northbrook, IL is seeking a Client Service Associate to be the primary contact for clients and to support financial advisors with administrative and client service tasks.

You will handle onboarding of new clients, manage CRM updates, coordinate meetings, and assist with account transactions while maintaining compliance with company guidelines. This role offers thorough benefits and opportunities to grow within a collaborative, team-based environment.