Part-Time Client Services Associate – Wealth Management

Wealth Enhancement Group, LLC; Northbrook (IL); On-site; USD 43,000 - 64,000; Part time

Benefits offered by this job

401(k) with match and profit sharing

Pet insurance

Paid time off (PTO) — 18 days pro‑rata

Paid holidays — 12 per year pro‑rata

Tuition reimbursement

Job summary

Wealth Enhancement Group is seeking a part‑time Client Service Associate in Northbrook, IL. You will greet clients, manage onboarding and CRM data, process transactions, and support advisors while maintaining strong client relations and accurate records.

The role emphasizes team collaboration, attention to detail, and the ability to learn financial products and AI-driven processes. Prior experience in client services is preferred.

Qualifications

• Bachelor's degree (or equivalent experience) in a relevant discipline.
• Customer service training, knowledge, or experience.
• Interest in learning financial concepts and products.
• Ability to work with deadlines, remain flexible under pressure, and prioritize work.
• Ability to work collaboratively as a team member.
• Ability to learn WEG's sales mode, processes, and procedures.
• Ability to learn financial product features and riders.
• Ability to learn the client review process and its completion.
• Strong attention to detail and effective problem‑solving skills.
• Superior verbal and written communication skills.
• Proficiency with Microsoft Office Suite or related software.
• Demonstrated ability to effectively use AI tools and technologies in daily work, including crafting prompts, evaluating AI‑generated content, and integrating AI tools to enhance productivity while maintaining quality standards.
• Comfort with learning new AI applications and adapting to evolving AI tools and methodologies.

Responsibilities

• Reception and Office Support: greet clients, maintain a clean, welcoming office.
• New Client Onboarding: complete paperwork, setup, CRM data input.
• Client Relationship Management: engage clients, process transactions, resolve issues.
• Client Review Preparation and Follow‑Up: gather data, prepare materials, conduct tax research.
• Industry, Product, and Company Knowledge: understand suitability guidelines and product offerings.
• Team and Corporate Support: assist advisors, complete operational projects, train juniors.

Skills

Customer service

AI tools proficiency

Microsoft Office

Verbal and written communication

Attention to detail

Education

Bachelor's degree or equivalent experience

Tools

CRM software

Office suite

Job description

Wealth Enhancement Group is seeking a part‑time Client Service Associate in Northbrook, IL. You will greet clients, manage onboarding and CRM data, process transactions, and support advisors while maintaining strong client relations and accurate records.

The role emphasizes team collaboration, attention to detail, and the ability to learn financial products and AI-driven processes. Prior experience in client services is preferred.