Senior Client Experience & Onboarding Specialist

Wealth Enhancement Group, LLC; Virginia (IL); On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Health Savings Account (HSA) with E+

401k with match and profit sharing

Paid time off (PTO)

Paid holidays

Paid parental leave

Job summary

Wealth Enhancement Group, LLC seeks a Sr Client Service Associate in Falls Church, VA. You will bridge clients, advisors, and partners to ensure a smooth, high-quality client experience while supporting daily office operations. The role is on-site, five days a week, with salary discussed below.

Ideal candidates have 3+ years in financial services, strong client service skills, and experience with Salesforce and CRM platforms. Competitive benefits and a collaborative team culture are offered.

Qualifications

• Bachelor’s degree preferred, or equivalent relevant experience.
• 3+ years of experience in financial services, wealth management, client service, and operations support.
• Knowledge of basic account types and registrations including HSA, 529, Trusts.
• Strong to expert level understanding of financial account administration and client service processes.
• Experience with Salesforce, Orion, Emoney, Microsoft Office tools, Schwab Advisor Center and Fidelity Wealthscape.
• High attention to detail, organization, and follow-through; professional client/advisor interactions.

Responsibilities

• Onboard new clients and manage account setup, documentation, and accuracy.
• Serve as primary contact for clients, coordinating with advisors and external partners.
• Process client transactions such as deposits, withdrawals, transfers, and RMDs.
• Coordinate document workflows, imaging, filing, and records maintenance.
• Support office operations and lead process improvements for the team.

Skills

Client service

Communication

Organization

Team collaboration

Education

Bachelor’s degree

Tools

Salesforce

Orion

Emoney

Microsoft Office

Schwab Advisor Center

Fidelity Wealthscape

Job description

Wealth Enhancement Group, LLC seeks a Sr Client Service Associate in Falls Church, VA. You will bridge clients, advisors, and partners to ensure a smooth, high-quality client experience while supporting daily office operations. The role is on-site, five days a week, with salary discussed below.

Ideal candidates have 3+ years in financial services, strong client service skills, and experience with Salesforce and CRM platforms. Competitive benefits and a collaborative team culture are offered.