On-Site Client Services Specialist

Wealth Enhancement Group; Lancaster (CA); On-site; USD 29,000 - 34,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision coverage

401k with match

PTO and holidays

Parental leave

Tuition assistance

Wellness programs

Job summary

Wealth Enhancement Group seeks a Client Service Associate for an on-site role in Lancaster, CA. You will be the first point of contact for clients, handling administrative tasks, onboarding new clients, and maintaining strong client relationships under advisor direction.

The position emphasizes service excellence, confidentiality, and efficient operations within a team-focused environment. The role requires a Bachelor’s degree and familiarity with CRM tools, Excel, and financial concepts.

Qualifications

• Bachelor's degree or equivalent in a relevant field
• Customer service training or experience
• Ability to learn financial concepts and products
• Strong communication and teamwork skills
• Proficiency with Microsoft Office and CRM systems
• Familiarity with Salesforce and Workday preferred
• AI literacy and adaptability to new tools

Responsibilities

• Greet clients and keep the office welcoming.
• Schedule meetings and coordinate communications with vendors and advisors.
• Manage mail, supplies, and daily office operations.
• Onboard new clients, complete paperwork, and set up files.
• Prepare client transactions and respond to service requests under guidance.
• Maintain CRM data and support client reviews and follow ups.
• Understand industry terms and stay aligned with company guidelines.

Skills

Customer service

Communication

Team collaboration

Attention to detail

Education

Bachelor's degree or equivalent

Tools

Salesforce

Workday

Microsoft Office

Job description

Wealth Enhancement Group seeks a Client Service Associate for an on-site role in Lancaster, CA. You will be the first point of contact for clients, handling administrative tasks, onboarding new clients, and maintaining strong client relationships under advisor direction.

The position emphasizes service excellence, confidentiality, and efficient operations within a team-focused environment. The role requires a Bachelor’s degree and familiarity with CRM tools, Excel, and financial concepts.