On-site Senior Client Service Associate - Client Services

Wealth Enhancement Group, LLC; Walnut Creek (CA); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match

PTO 18 days

Job summary

Wealth Enhancement Group in Walnut Creek, CA seeks a Senior Client Service Associate to act as a trusted partner to clients and advisors, delivering advanced client service and coordinating operational activities within the financial advisory team.

The role focuses on onboarding, relationship management, CRM (Salesforce), and coordinating with vendors and support staff to ensure an exceptional client experience. On-site position with base salary $90,000–$100,000 plus bonuses and benefits.

Qualifications

• Bachelor's degree or equivalent experience.
• Minimum 3 years of financial services experience.
• Minimum 1 year as a Client Service Associate.

Responsibilities

• Greet clients and ensure a welcoming office environment.
• Onboard new clients and complete paperwork accurately.
• Maintain Salesforce CRM and coordinate with brokers and vendors.
• Prepare client meeting materials and conduct tax-related research.

Skills

Client service

Salesforce

CRM management

Education

Bachelor's degree

Tools

Salesforce

Job description

Wealth Enhancement Group in Walnut Creek, CA seeks a Senior Client Service Associate to act as a trusted partner to clients and advisors, delivering advanced client service and coordinating operational activities within the financial advisory team.

The role focuses on onboarding, relationship management, CRM (Salesforce), and coordinating with vendors and support staff to ensure an exceptional client experience. On-site position with base salary $90,000–$100,000 plus bonuses and benefits.