On-Site Senior Client Services & Operations Associate

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

Benefits offered by this job

Health insurance

401k with match and profit sharing

PTO and holidays

Tuition reimbursement

Paid parental leave

Pet insurance

Job summary

Wealth Enhancement Group in Walnut Creek, CA is seeking a Senior Client Service Associate to partner with clients and advisors, delivering advanced service and operational support. You will coordinate onboarding, client reviews, and relationship management to ensure an exceptional client experience.

Responsibilities include CRM management, processing transactions, and coordinating with tax or legal counsel as needed.

Qualifications

• Bachelor's degree or equivalent experience.
• Minimum of 3 years of financial services experience.
• Minimum of 1 year as a Client Service Associate.
• Excellent oral and written communication skills.
• Ability to work with deadlines, adapt under pressure, and prioritize tasks.
• Ability to train new employees as needed.
• Strong knowledge of Salesforce and data accuracy.
• Experience with Microsoft Office and Salesforce.
• Experience with Workday preferred.
• Ability to build and maintain relationships with clients and internal teams.

Responsibilities

• Greet clients and maintain a welcoming, organized office.
• Schedule meetings and coordinate vendor communications.
• Manage mail and office supplies; coordinate printer maintenance.
• Ensure accurate completion of prospect and new client paperwork and account setup.
• Follow up on funds transfers and maintain CRM data.
• Maintain Salesforce CRM and coordinate with vendors.
• Engage with clients to understand financial needs.
• Prepare account transactions, deposits, withdrawals, and RMDS.
• Coordinate tax questions and follow-ups.
• Gather client data and prepare materials for meetings and reviews.
• Demonstrate Wealth Enhancement Group processes and product knowledge.
• Mentor and train Client Service Associates; support advisor operations.

Skills

Excellent communication

Relationship management

Training and mentoring

Deadline-driven

AI literacy

Education

Bachelor's degree or equivalent experience

3+ years financial services experience

1 year as a Client Service Associate

Tools

Salesforce

Microsoft Office Suite

Workday

Job description

Wealth Enhancement Group in Walnut Creek, CA is seeking a Senior Client Service Associate to partner with clients and advisors, delivering advanced service and operational support. You will coordinate onboarding, client reviews, and relationship management to ensure an exceptional client experience.

Responsibilities include CRM management, processing transactions, and coordinating with tax or legal counsel as needed.