Onsite Client Services Associate – Wealth Management

Wealth Enhancement; Deer Park (NY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health, dental & vision coverage

HSA with employer contribution

Life and AD&D insurance

Disability insurance (short & long)

401(k) with match

Paid time off: 18 days PTO (25 after

Job summary

Wealth Enhancement in Deer Park, NY is seeking a Client Service Associate / Sr. Client Service Associate for an on-site role. You will support client onboarding, manage account activity, and collaborate with advisors to deliver personalized financial planning and service.

The position emphasizes relationship building, accurate record-keeping, and participation in team initiatives, with a base salary range noted and a comprehensive benefits program.

Qualifications

• Bachelor’s degree or equivalent in business, finance, economics, or related field.
• 3–5 years of relevant industry experience.
• FINRA Series 7 and 66 (or 63 and 65) licenses.
• Custodial experience with Charles Schwab or Fidelity.
• Proficiency with Microsoft Office and Salesforce.
• Workday experience preferred.
• Excellent written and verbal communication skills.
• Ability to work under deadlines and manage priorities.
• Proven ability to train new staff.
• Strong Salesforce data recording skills.
• Strong knowledge of Wealth Enhancement’s sales model.

Responsibilities

• Greet clients, keep the office organized, coordinate meetings with vendors and sponsors.
• Complete onboarding paperwork, set up systems, and manage fund transfers and CRM records.
• Engage with clients to understand history and financial needs, process transactions, and resolve requests.
• Prepare materials for client meetings and reviews, conduct tax research, and follow up on actions.
• Apply knowledge of WEG guidelines and financial products; attend events and vendor presentations.
• Mentor and train Client Service Associates; support advisor team operations and vendor management.

Skills

Communication skills

Relationship building

Mentoring team

Deadline management

Education

Bachelor’s degree in business, finance, economics, or related field

Tools

Microsoft Office Suite

Salesforce

Workday

Job description

Wealth Enhancement in Deer Park, NY is seeking a Client Service Associate / Sr. Client Service Associate for an on-site role. You will support client onboarding, manage account activity, and collaborate with advisors to deliver personalized financial planning and service.

The position emphasizes relationship building, accurate record-keeping, and participation in team initiatives, with a base salary range noted and a comprehensive benefits program.