Onsite Client Experience Specialist

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

Benefits offered by this job

Health insurance

401k with match

Paid time off

Paid holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group, LLC is hiring a Client Service Associate to serve as the primary contact for clients and provide an exceptional, professional client experience onsite in California. The role supports financial advisors with administrative tasks, coordinates meetings, and maintains client records with confidentiality and accuracy.

The position covers onboarding, CRM maintenance, and client communications, with emphasis on relationship-building and teamwork.

Qualifications

• Bachelor's degree or equivalent in a relevant field is required.
• Customer service training or knowledge is expected.
• Ability to learn financial concepts and product offerings.

Responsibilities

• Greet clients and ensure a welcoming office environment.
• Coordinate meetings with vendors and sponsors; manage mail and supplies.
• Maintain CRM/database; support brokers and clients with transactions.
• Prepare client materials and conduct tax research as needed.
• Promote knowledge of products and WEG processes to clients.

Skills

Customer service

Communication

Team orientation

Problem solving

Education

Bachelor's degree (or equivalent) in a relevant field

Tools

Salesforce

Workday

Microsoft Office

Job description

Wealth Enhancement Group, LLC is hiring a Client Service Associate to serve as the primary contact for clients and provide an exceptional, professional client experience onsite in California. The role supports financial advisors with administrative tasks, coordinates meetings, and maintains client records with confidentiality and accuracy.

The position covers onboarding, CRM maintenance, and client communications, with emphasis on relationship-building and teamwork.