Senior Client Experience Advisor

Wealth Enhancement; Walnut Creek (CA); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401k with match

Paid time off

Paid holidays

Tuition reimbursement

Job summary

Wealth Enhancement in Walnut Creek, CA invites a Sr Client Service Associate to be a trusted partner to clients and advisors, delivering advanced support in client service and operations. This on-site role focuses on onboarding, relationship management, and proactive client engagement within a team-driven wealth management environment.

The position emphasizes accurate paperwork, CRM management, and coordination with vendors, brokers, and tax/legal partners to ensure exceptional client

Qualifications

• Bachelor's degree or equivalent experience.
• Minimum of 3 years of financial services experience.
• Minimum of 1 year as a Client Service Associate.
• Excellent oral and written communication skills.
• Ability to work with deadlines, adapt under pressure, and prioritize tasks.
• Ability to train new employees as needed.
• High attention to detail in recording transactions and maintaining data within Salesforce.
• Ability to build and maintain relationships with internal and external clients.
• Demonstrated client relationship and trust-building skills.
• Strong knowledge of Wealth Enhancement Group's sales model.
• Demonstrated industry, product, and company knowledge.
• Collaborative spirit and commitment to WEG initiatives.
• Embodiment of WEG values, core competencies, and brand.
• Proficiency with Microsoft Office Suite and Salesforce.
• Experience with Workday preferred.
• AI literacy: Ability to use AI tools and technologies effectively, including crafting prompts, evaluating AI-generated content, integrating AI tools to enhance productivity, and a commitment to continued learning as technologies evolve

Responsibilities

• Greet clients and ensure the office is clean and welcoming.
• Schedule meetings with product vendors and sponsors.
• Manage and distribute mail; coordinate overnight mail deliveries.
• Order office marketing materials and printer supplies; coordinate printer maintenance with vendor and Technology team.
• Ensure accurate completion of prospect and new client paperwork and account set up.
• Follow up on funds transfers from surrendering companies.
• Maintain CRM-Salesforce database.
• Research and follow up on issues with the Broker/Dealer, Wealth Enhancement Group Operations, and vendors.
• Record incoming assets to the appropriate blotting tool.
• Engage with clients to understand their personal history and financial needs.
• Prepare account transactions, trades, deposits, withdrawals, required minimum distributions (RMDs), and related activities.
• Communicate to understand client requests and coordinate issue resolution, including death claim processing.
• Liaise with client's tax or legal counsel when needed.
• Gather client data and prepare materials for client meetings and reviews.
• Conduct tax research and address questions related to 1099s.
• Complete follow-up actions for clients as needed.
• Demonstrate knowledge and accurately execute Wealth Enhancement Group's Suitability Guidelines, operational processes, and sales model.
• Understand financial terminology and products including annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices.
• Attend client services and company educational events; participate in vendor presentations as appropriate.
• Mentor and train Client Service Associates.
• Assist Advisor Team Operations in streamlining processes.
• Complete operational projects supporting enhancements and changes.
• Communicate process and sales updates to team members.
• Participate in Wealth Enhancement Group-offered sessions.
• Manage vendors in accordance with Service Level Agreements.
• All other duties as assigned.

Skills

Excellent communication

Client service

Relationship building

Deadline-driven

Training teammates

Salesforce proficiency

Microsoft Office

Workday familiarity

AI literacy

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Microsoft Office

Workday

Job description

Wealth Enhancement in Walnut Creek, CA invites a Sr Client Service Associate to be a trusted partner to clients and advisors, delivering advanced support in client service and operations. This on-site role focuses on onboarding, relationship management, and proactive client engagement within a team-driven wealth management environment.

The position emphasizes accurate paperwork, CRM management, and coordination with vendors, brokers, and tax/legal partners to ensure exceptional client