Senior Client Service Associate

Wealth Enhancement Group, LLC; Woodbridge Township (NJ); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

401(k) with match

Tuition reimbursement

18 days paid time off (PTO)

Wellness programs

Job summary

Wealth Enhancement Group, LLC is seeking a Senior Client Service Associate based in Iselin, NJ. In this hybrid position, you will serve as the key point of contact between clients and financial advisors, ensuring smooth operations, managing financial paperwork, and enhancing client experiences.

The role requires a minimum of 5 years of financial services experience and proficiency with software like Salesforce. A competitive salary of $70,000 to $80,000, along with bonuses and comprehensive benefits, will be offered.

Qualifications

• Experience with financial paperwork and account reviews.
• Ability to work under deadlines and manage multiple tasks.
• Strong verbal and written communication skills.

Responsibilities

• Serve as liaison between clients and financial advisors.
• Ensure smooth office operations and assist with client communication.
• Prepare meeting documents and follow up on tasks post-meeting.

Skills

Communication skills

Client relationship building

Attention to detail

Problem-solving skills

Proficiency with Microsoft Office Suite

Familiarity with Salesforce

Education

5+ years financial services experience

Tools

Salesforce

Schwab

Fidelity

Raymond James

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 more than 175 offices nationwide, and we are growing. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service to help every client craft their future.

Senior Client Service Associate – Iselin, NJ

This role serves as the liaison between clients and the Financial Advisors (FAs) and ensures smooth office operations. You will work with all aspects of the client experience, including financial paperwork and account review preparation. This is a hybrid position (in-office 3–4 days per week). Base salary range: $70,000.00 to $80,000.00, exclusive of bonuses and benefits. The position is also eligible for a discretionary team bonus.

Primary Job Functions

Client Service & Relationship Support

• Client Communication: Answer phone calls, respond to client messages, send routine follow‑ups, status updates, and meeting reminders.
• Manage inbound client requests such as beneficiary updates, address changes, and RMD questions.

Meeting Preparation

• Prepare agendas and supporting documents.
• Print or assemble financial plans, reports, and statements.
• Ensure the advisor has everything needed to run a clean, efficient meeting.

Post‑Meeting Follow‑Up

• Complete tasks discussed in client meetings.
• Update client records and CRM notes.

Account Operations & Administrative

• New Accounts & Transfers: Gather client documents, prepare account opening paperwork, submit ACAT transfers or rollovers, track progress and follow up.
• Money Movement: Set up contributions, withdrawals, systematic investments, process checks, wires, and ACH requests; verify completion and notify the advisor/client.
• Required Minimum Distributions (RMDs): Create annual RMD lists, coordinate timing and distribution method, ensure accurate documentation.
• Ongoing Maintenance: Beneficiary updates, address changes, POA and TOD designations, update risk tolerance or investment objectives in the custodian system.

Advisor Productivity & Practice Management

• Calendar & Workflow Management: Schedule client and prospect meetings, keep the advisor on track with deadlines (RMDs, birthdays, beneficiary reviews, fee billing cycles).
• CRM (Salesforce) Management: Update contact records, enter meeting notes, maintain task lists and reminders, run reports to help the advisor prioritize outreach.

Marketing Support

• Send client newsletters and utilize automated marketing platforms.
• Coordinate client events, manage holiday cards and appreciation touches, assist in client segmentation lists.

Document Preparation & Advisor Support

• Performance reports, proposals, financial plan printouts or digital packets.
• New client onboarding packets, custodial forms and paperwork templates.

Professionalism & Client Interaction

• Represent the advisory practice professionally.
• Greet clients warmly, build rapport and follow up proactively to reduce advisor workload.

Education & Qualifications

• 5+ years of financial services experience preferred.
• Proficient with Microsoft Office Suite or related software required.
• Familiarity with Salesforce preferred.
• Experience with Schwab, Fidelity, and/or Raymond James platforms preferred.
• Ability to work with deadlines, flexibility under pressure, and prioritize work.
• Strong attention to detail and problem‑solving skills.
• Superior verbal and written communication skills.
• Desire to build strong relationships with clients.

Benefits

• Training and professional development.
• Medical, dental and vision coverage for full‑time employees and 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.
• 401(k) with match and profit sharing.
• Wellness programs and resources.
• Voluntary benefits, including pet insurance.
• 18 days of paid time off (PTO), accruing annually; 25 PTO days after 4 years of service.
• 12 paid holidays each year.
• Paid parental leave and paid caregiver leave (available after 6 months of tenure).
• Reimbursement for tuition, licensing and other credentials after meeting service requirements.

Equal Opportunity

Wealth Enhancement is an equal opportunity employer, including disabled and veterans. This organization participates in E‑Verify. We do not discriminate based on race, color, religion, sex, national origin, age, disability or any other protected status. Your personal information is handled in accordance with applicable data protection laws.