Hybrid Client Service Associate: Elevate Financial Planning

Wealth Enhancement; Mayfield (OH); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

HSA contribution

AD&D insurance

Disability insurance

401k with match

PTO 18 days

Paid holidays

Parental leave

Tuition reimbursement

Job summary

Wealth Enhancement’s Cleveland, OH area office is seeking a Client Service Associate to act as the liaison between clients and the Financial Advisor. You’ll manage client paperwork, account setup, and service requests, with a path to support across teams.

The role is hybrid (in-office four days/week) with a starting base salary of $50,000–$60,000, plus a discretionary bonus plan. Strong organization, communication, and AI-tool proficiency are valued assets.

Qualifications

• Bachelor’s degree or equivalent preferred.
• 2+ years of financial administration experience preferred.
• 2+ years of customer service/administrative experience preferred.
• Strong interpersonal skills required to develop team and client relationships.
• Professional presence and communication skills.
• Strong attention to detail and process.
• Proficient with Microsoft Office required; Salesforce experience a plus.
• Schwab and Fidelity experience is a plus.
• Proficient at using AI and digital tools.

Responsibilities

• Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model.
• Facilitate new account set up at the custodial level; follow up on fund transfers.
• Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
• Ensure accurate completion of prospect/new client paperwork and set up.
• Maintain Salesforce database and client files (filing, copies, data input).
• Research and follow up on issues with custodians, vendors, and Wealth Enhancement operations.
• Learn company product suitability guidelines, financial operational processes, and financial sales processes.
• Support client service functions for all teams as requested.
• Use approved AI and digital tools to improve service quality and efficiency.
• Identify and elevate inaccurate information and knowledge gaps, or issues related to digital tools.

Skills

Interpersonal skills

Communication skills

Attention to detail

Problem solving

Microsoft Office

Salesforce

Schwab/Fidelity experience

AI tools

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Office

AI tools

Job description

Wealth Enhancement’s Cleveland, OH area office is seeking a Client Service Associate to act as the liaison between clients and the Financial Advisor. You’ll manage client paperwork, account setup, and service requests, with a path to support across teams.

The role is hybrid (in-office four days/week) with a starting base salary of $50,000–$60,000, plus a discretionary bonus plan. Strong organization, communication, and AI-tool proficiency are valued assets.