Hybrid Client Service Associate – Wealth Management

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

Benefits offered by this job

Training and professional development

Medical, dental and vision coverage

401k with match and profit sharing

Paid time off

Job summary

Wealth Enhancement Group, LLC is seeking a Client Service Associate for our Cleveland, OH (Mayfield Village) office, with potential placement in Hartford, CT. The role is hybrid (in-office four days a week) and focuses on coordinating client experiences with the Financial Advisor, handling financial paperwork, and account reviews.

The base salary ranges from $50,000 to $60,000, excluding bonuses and benefits, with eligibility for a discretionary performance-based bonus.

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

Responsibilities

• Lead and implement the client service model for the Senior Vice President and clients
• Facilitate new account setup at the custodial level; follow up on fund transfers
• Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations
• 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
• Improve Service Quality by Using AI and Digital Tools
• Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment
• Identify and elevate inaccurate information and knowledge gaps, or issues related to digital tools

Skills

Interpersonal skills

Customer service

Administrative support

Attention to detail

Professional presence

Communication skills

Education

Bachelor's degree or equivalent

Financial administration experience

Customer service/administrative experience

Tools

Salesforce

Job description

Wealth Enhancement Group, LLC is seeking a Client Service Associate for our Cleveland, OH (Mayfield Village) office, with potential placement in Hartford, CT. The role is hybrid (in-office four days a week) and focuses on coordinating client experiences with the Financial Advisor, handling financial paperwork, and account reviews.

The base salary ranges from $50,000 to $60,000, excluding bonuses and benefits, with eligibility for a discretionary performance-based bonus.