Senior Client Experience Specialist - Hybrid

Wealth Enhancement Group, LLC; Los Angeles (CA); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

HSA with employer contribution

401k with match and profit sharing

Paid time off and holidays

Tuition reimbursement and professional

Job summary

Wealth Enhancement Group in Los Angeles is seeking a Sr Client Service Associate to support clients and advisors across service and operational activities. The role offers a hybrid schedule and a base salary between $75,000 and $85,000 plus bonus potential.

The position emphasizes client relationship management, onboarding, and accurate documentation, with opportunities to advance within a growing financial advisory practice.

Qualifications

• Bachelor's degree (or equivalent) in business, finance, or related field.
• Minimum of 3 years in financial services or client service support.
• Experience with Salesforce strongly preferred; Workday preferred.

Responsibilities

• Schedule meetings with clients and vendors; coordinate onboarding activities.
• Maintain Salesforce CRM and oversee client paperwork and funds transfers.
• Prepare account transactions, trades, deposits, withdrawals, and RMDs.
• Collaborate with advisors and compliance teams on client needs and issues.
• Support team operations and implement process improvements.

Skills

Communication skills

Relationship building

Time management

Client service mindset

Education

Bachelor's degree in business/finance

Tools

Salesforce

Workday

Microsoft Office

Job description

Wealth Enhancement Group in Los Angeles is seeking a Sr Client Service Associate to support clients and advisors across service and operational activities. The role offers a hybrid schedule and a base salary between $75,000 and $85,000 plus bonus potential.

The position emphasizes client relationship management, onboarding, and accurate documentation, with opportunities to advance within a growing financial advisory practice.