Hybrid Senior Client Service & Wealth Ops Associate

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

Benefits offered by this job

Medical, dental and vision coverage

HSA with employer contribution

401k with match and profit sharing

Paid time off

Paid holidays

Parental leave

Job summary

Wealth Enhancement Group in Los Angeles is seeking a Sr Client Service Associate to support clients and advisors across service and operational activities in a hybrid role. The base salary ranges from $75,000 to $85,000, exclusive of bonuses, with opportunities to contribute to a growing financial advisory practice.

Ideal candidates have a bachelor’s degree in business/finance, 3+ years in financial services, and strong Salesforce experience.

Qualifications

• Bachelor's degree in business, finance, or related field.
• Minimum of 3 years in financial services.
• Excellent oral and written communication skills.
• Experience with Salesforce strongly preferred.

Responsibilities

• Schedule meetings with clients and product vendors or sponsors.
• Manage and distribute mail, including coordinating overnight deliveries.
• New client onboarding and paperwork setup.
• Follow up on funds transfers and client requests.
• Prepare account transactions, deposits, withdrawals, and RMDs.
• Maintain Salesforce CRM and client data accuracy.
• Collaborate with advisors, tax, and legal teams as needed.
• Support advisor team operations and new process improvements.
• Participate in internal training and client events.

Skills

Salesforce

Workday

Microsoft Office

CRM

Communication skills

Relationship-building

Education

Bachelor's degree in business, finance, or related field

Tools

Salesforce

Workday

MS Office

Job description

Wealth Enhancement Group in Los Angeles is seeking a Sr Client Service Associate to support clients and advisors across service and operational activities in a hybrid role. The base salary ranges from $75,000 to $85,000, exclusive of bonuses, with opportunities to contribute to a growing financial advisory practice.

Ideal candidates have a bachelor’s degree in business/finance, 3+ years in financial services, and strong Salesforce experience.