Hybrid Client Services Associate – Wealth Planning

Wealth Enhancement Group; Hartford (CT); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Training and professional development

Medical, dental and vision coverage

Health Savings Account with employer

Life and AD&D insurance

Disability insurance

401k with match and profit sharing

Wellness programs and resources

PTO 18 days (25 after 4 years)

12 paid holidays

Paid parental leave

Tuition/credential reimbursement

Job summary

Wealth Enhancement Group is seeking a Client Service Associate in a hybrid role, with the Cleveland area possible or Hartford, CT. The position focuses on serving as the liaison between clients and the Financial Advisor, handling financial paperwork, account reviews, and new account setup.

The base salary ranges from $50,000 to $60,000 plus discretionary bonuses. The role supports the client experience, maintains Salesforce files, and collaborates across teams to ensure accurate, timely service.

Qualifications

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

Responsibilities

• Support Senior VP and clients by leading and implementing the client service model.
• Facilitate new account setup at custodial level; follow up on fund transfers.
• Respond to and resolve client requests; complete financial paperwork.
• Ensure completion of prospect/new client paperwork and setup.
• Maintain Salesforce database and client files.
• Research and follow up on issues with custodians, vendors, and operations.
• Learn company product suitability guidelines and financial processes.
• Support client service functions for all teams as requested.

Skills

Interpersonal skills

Client service

Attention to detail

Problem solving

Professional presence and comms

Organizational skills

Education

Bachelor’s degree or equivalent preferred

Tools

Salesforce

Microsoft Office

AI tools (digital)

Job description

Wealth Enhancement Group is seeking a Client Service Associate in a hybrid role, with the Cleveland area possible or Hartford, CT. The position focuses on serving as the liaison between clients and the Financial Advisor, handling financial paperwork, account reviews, and new account setup.

The base salary ranges from $50,000 to $60,000 plus discretionary bonuses. The role supports the client experience, maintains Salesforce files, and collaborates across teams to ensure accurate, timely service.