Remote Senior Client Service Associate

Wealth Enhancement; United States; Remote; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401k with match

Paid time off

Tuition reimbursement

Job summary

Wealth Enhancement in the United States is seeking a Sr Client Service Associate for a fully remote role. The candidate will serve as a trusted partner to clients and advisors, delivering high-touch service and coordinating client service and operations. Base salary ranges from $75,000 to $85,000, with bonuses and benefits separate.

Candidates in Central or Pacific Time Zones are preferred; remote work is available nationwide, with some proximity to Novato, CA optional for office presence.

Qualifications

• Bachelor's degree or equivalent, demonstrated through work experience, training, or education.
• 3-5+ years of client-facing industry experience.
• Experience with Salesforce (or comparable CRM) required.
• Experience with Schwab and Fidelity; Pershing preferred.
• Good working knowledge of Word, Excel, Outlook, and PowerPoint.
• Excellent oral and written communication; ability to work with all staff and clients.
• Ability to prioritize workflow and adapt under pressure.
• Comfort with learning AI applications and evolving usage.

Responsibilities

• Answer client calls and respond to messages.
• Coordinate onboarding paperwork and funds transfers.
• Maintain Salesforce client files.
• Prepare client communications and meeting materials.
• Support Advisor Team Operations and process improvements.
• Handle tax-related reviews (1099s).

Skills

Client service

CRM Salesforce

Communication skills

Administrative support

Financial services

Team coordination

Education

Bachelor's degree or equivalent

Tools

Salesforce CRM

Schwab Fidelity

Microsoft Office

Job description

Wealth Enhancement in the United States is seeking a Sr Client Service Associate for a fully remote role. The candidate will serve as a trusted partner to clients and advisors, delivering high-touch service and coordinating client service and operations. Base salary ranges from $75,000 to $85,000, with bonuses and benefits separate.

Candidates in Central or Pacific Time Zones are preferred; remote work is available nationwide, with some proximity to Novato, CA optional for office presence.