Financial Client Services Specialist (Hybrid)

Wealth Enhancement Group; Los Angeles (CA); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401k with company match

Paid time off: 18 days + 25 days after

HSA & FSA

Job summary

Wealth Enhancement Group in Los Angeles is seeking a Client Service Associate to support clients and advisors. The role covers onboarding, client relationship management, and office operations in a hybrid setup.

You will manage scheduling, documentation, and CRM tasks while coordinating with brokers, custodians, and internal teams to ensure accurate, timely service. The position offers a base salary in the range and growth opportunities.

Qualifications

• Bachelor's degree (or equivalent) in business, finance, or a related field.
• Minimum of 3 years in financial services.
• Experience with Salesforce and Workday preferred; strong MS Office skills.

Responsibilities

• Office Support: schedule meetings, manage mail, order materials and coordinate printer maintenance.
• New Client Onboarding: complete paperwork, follow up on funds transfers, maintain Salesforce CRM, resolve issues with brokers/dealers.
• Client Relationship Management: communicate client needs, prepare account transactions, process requests and collaborate with tax/legal counsel.

Skills

Communication

Deadline oriented

Relationship building

AI/digital tools

Education

Bachelor's degree (or equivalent)

Tools

Salesforce

Workday

Microsoft Office

Fidelity Wealthscape

Pershing

Job description

Wealth Enhancement Group in Los Angeles is seeking a Client Service Associate to support clients and advisors. The role covers onboarding, client relationship management, and office operations in a hybrid setup.

You will manage scheduling, documentation, and CRM tasks while coordinating with brokers, custodians, and internal teams to ensure accurate, timely service. The position offers a base salary in the range and growth opportunities.