Relationship Support Associate

Wealth Enhancement Group, LLC; Portland (OR); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

HSA with employer contributions

FSA for medical/dependent/ transit

401k with match and profit sharing

PTO and holidays

Parental leave and caregiver leave

Tuition/licensing reimbursement

Job summary

Wealth Enhancement is seeking a Relationship Support Associate to assist independent RIAs through FocusPoint Solutions. The role focuses on account servicing, operational support, and advisor relationship management in an on-site capacity.

The position emphasizes accuracy, strong communication, and multi-tasking across billing, reporting, and data management functions, with a base salary range of $60,000–$70,000 plus bonuses and benefits.

Qualifications

• Bachelor's degree or equivalent required; one or a combination of work experience, training, military experience, or education acceptable.
• 1–3 years of experience in client service, relationship management, operations, or financial services.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite and CRM systems.
• Commitment to delivering exceptional client and advisor service.
• AI Literacy: Demonstrated ability to effectively use AI tools and technologies in daily work tasks. Understanding prompts, evaluating AI content for accuracy, and integrating AI tools while maintaining quality.

Responsibilities

• Account Administration & Custodial Operations: Serve account servicing, custodial processing, and ensure operational accuracy.
• Process custodial paperwork accurately and timely.
• Verify advisor-submitted paperwork with custodians.
• Set up new accounts and maintain information in portfolio management systems.
• Assist with account maintenance and operational requests.
• Support trading-related activities and ensure service requests meet procedures.
• Research and resolve account or custodial issues; escalate when needed.

Skills

Client service

Relationship mgmt

Operations

CRM

MS Office

AI literacy

Education

Bachelor's degree or equivalent

1–3 years experience in client service/financial services

Tools

CRM systems

Portfolio management systems

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Relationship Support Associate

The Relationship Support Associate plays a key role in supporting Relationship Managers at FocusPoint Solutions in assisting independent Registered Investment Advisors (RIAs) who leverage FocusPoint Solutions for operational, compliance, technology, and practice management services. This position is responsible for the administrative functions needed for FocusPoint to deliver a high-touch service experience, build strong advisor relationships, and serve as a trusted resource across account servicing, operational support, and platform utilization. The individual must demonstrate exceptional attention to detail, strong communication skills, efficient execution, and the ability to manage multiple priorities. This role is an On-site position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $60,000.00 to $70,000.00, exclusive of bonuses and benefits. The entire salary grade for those who are classified as this level is $58,300.00 to $81,600.00.

Primary Job Functions

Account Administration & Custodial Operations

• Responsible for account servicing, custodial processing, and operational accuracy.
• Process custodial paperwork accurately and timely.
• Verify advisor-submitted paperwork has been accurately processed by custodians.
• Set up new accounts and maintain existing account information in portfolio management systems.
• Assist with account maintenance and operational requests.
• Support trading-related activities.
• Ensure service requests are completed according to established procedures.
• Research and resolve account or custodial issues.
• Escalate concerns when necessary.

Advisor & Client Service Manager Support

• Focused on delivering service and support to advisors and internal relationship management teams.
• Respond to advisor service requests in a timely manner.
• Work with custodians to resolve advisor and Relationship Manager issues.
• Serve as a resource for operational questions and support needs.
• Obtain and prepare reports for Relationship Managers to share with advisors.
• Provide administrative and operational support to advisor-facing teams.

Billing & Financial Administration

• Responsible for supporting billing processes and maintaining financial accuracy.
• Assist Relationship Managers with billing activities.
• Support ongoing billing maintenance.

Reporting & Data Management Support

• Focused on accuracy, reporting, and system maintenance.
• Maintain account records within portfolio management systems.
• Ensure accuracy of client and account information being processed.
• Support operational tracking and documentation needs.

Education / Qualifications

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
• 1–3 years of experience in client service, relationship management, operations, or financial services.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite and CRM systems.
• Commitment to delivering exceptional client and advisor service.
• AI Literacy: Demonstrated ability to effectively use AI tools and technologies in daily work tasks. Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards. Comfort with learning new AI applications and understanding their appropriate use cases and limitations. As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Equal Opportunity

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status.

Legal and Safety

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness.

Accommodation and Contact

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700. Information provided on this application will be kept confidential and only be shared with those involved in the selection process.