Hybrid Client Service Associate – Wealth Management

Wealth Enhancement; Los Angeles (CA); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match and profit sharing

PTO and holidays

Job summary

Wealth Enhancement in Los Angeles is hiring a Sr Client Service Associate to serve as a trusted partner to clients and advisors, delivering expert support across client service and operations. The role is hybrid and pays a base salary range of $75,000 to $85,000, exclusive of bonuses and benefits.

You will coordinate onboarding, manage accounts and transfers, maintain the Salesforce CRM, and collaborate with advisors and vendors to ensure a high-quality client experience.

Qualifications

• Bachelor's degree (or equivalent) in business, finance, or related field.
• Minimum of 3 years in financial services.
• Excellent oral and written communication skills.
• Ability to meet deadlines, handle pressure, and prioritize tasks.
• Experience training new employees as needed.
• Experience with Salesforce strongly preferred; Workday preferred.
• Proficiency with Microsoft Office Suite and Salesforce.

Responsibilities

• Schedule meetings with clients and vendors; coordinate onboarding and paperwork.
• Manage client communications and perform transactions, deposits, withdrawals, and RMDs.
• Maintain Salesforce CRM; collaborate with tax/legal teams when needed.
• Support advisor team operations and participate in special projects.
• Use AI and digital tools to improve service quality while ensuring accuracy.

Skills

Communication skills

Client service excellence

Relationship building

Deadline-driven

Training new employees

Education

Bachelor's degree or equivalent in business, finance

Tools

Salesforce

Workday

Microsoft Office

Pershing / Fidelity Wealthscape / Schwab custodians

Job description

Wealth Enhancement in Los Angeles is hiring a Sr Client Service Associate to serve as a trusted partner to clients and advisors, delivering expert support across client service and operations. The role is hybrid and pays a base salary range of $75,000 to $85,000, exclusive of bonuses and benefits.

You will coordinate onboarding, manage accounts and transfers, maintain the Salesforce CRM, and collaborate with advisors and vendors to ensure a high-quality client experience.