Hybrid Senior Client Service Associate, Wealth Management

Wealth Enhancement; Georgia; Hybrid; USD 75,000 - 85,000; Full time

Job summary

Wealth Enhancement in Los Angeles, CA, is seeking a Sr Client Service Associate to partner with clients and advisors, providing expert support across client service and operations. This hybrid role offers exposure to a high-growth advisory team.

Responsibilities include onboarding, relationship management, and coordinating client transactions, with a base salary of $75,000 to $85,000, plus bonuses and benefits. The role emphasizes collaboration, accuracy, and proactive client service.

Qualifications

• Bachelor's degree (or equivalent) in business, finance, or a related field.
• Minimum of 3 years in financial services.
• Excellent oral and written communication skills.
• Ability to train new employees as needed.
• Experience with Salesforce strongly preferred.
• Experience with Workday preferred.
• Proficiency in Microsoft Office Suite and Salesforce.
• Demonstrated strong relationship-building with internal and external clients.
• Demonstrated collaboration across organizational initiatives.
• Proficient at using AI and digital tools.

Responsibilities

• Schedule meetings with clients and vendors or sponsors.
• Manage and distribute mail, including coordinating overnight deliveries.
• Maintain the Salesforce CRM database.
• Research and resolve issues with the broker/dealer, Wealth Enhancement Group operations team, or vendors.
• Record incoming assets in the appropriate blotting tool.
• Communicate with clients to understand their personal and financial needs.
• Prepare account transactions, trades, deposits, withdrawals, and RMDs.
• Address client requests directly or escalate to advisors as needed.
• Collaborate with clients’ tax or legal counsel to address concerns.
• Gather client data and prepare materials for meetings and reviews.
• Conduct tax research (including 1099s) as needed.
• Complete follow-up actions for clients after meetings.
• Apply knowledge of WEG’s suitability guidelines and operations.
• Maintain proficiency with annuities, mutual funds, SMAs, fixed income, stocks, options, alternatives, hedge funds, and charitable giving.

Skills

Communication skills

Client relationship management

Team mentorship

Education

Bachelor's degree

Tools

Salesforce

Workday

Microsoft Office

Job description

Wealth Enhancement in Los Angeles, CA, is seeking a Sr Client Service Associate to partner with clients and advisors, providing expert support across client service and operations. This hybrid role offers exposure to a high-growth advisory team.

Responsibilities include onboarding, relationship management, and coordinating client transactions, with a base salary of $75,000 to $85,000, plus bonuses and benefits. The role emphasizes collaboration, accuracy, and proactive client service.