Senior Client Service Associate

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

Benefits offered by this job

401(k) with match

Paid time off

Medical, dental, and vision coverage

Job summary

Wealth Enhancement is looking for a Senior Client Service Associate in Woodbridge Township, NJ. This hybrid position focuses on liaison duties between clients and financial advisors, requiring excellent communication, attention to detail, and the ability to manage multiple tasks efficiently.

The role offers a competitive salary between $70,000 and $80,000, alongside comprehensive benefits that include medical coverage, 401(k) matching, and paid time off.

Qualifications

• 5+ years of financial services experience preferred.
• Ability to work with deadlines and prioritize work.
• Superior verbal and written communication skills.

Responsibilities

• Serve as the liaison between the client and Financial Advisors.
• Prepare meeting agendas and supporting documents.
• Manage inbound client requests.

Skills

Attention to detail

Client communication

Problem-solving

Microsoft Office Suite

Salesforce familiarity

Tools

Salesforce

Schwab

Fidelity

Raymond James

Job description

Overview

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. We proudly provide unique financial plans and investment management services to over 90,000 households nationwide.

Position

The Senior Client Service Associate will serve as the liaison between the client and Financial Advisors (FAs), ensuring smooth office operations. This hybrid position requires a foundation of financial knowledge, attention to detail, and ability to manage multiple tasks.

Location: Iselin, NJ. When available, this role works in‑office 3‑4 days per week.

Compensation

Base salary range: $70,000.00 to $80,000.00 (exclusive of bonuses and benefits). Eligible for a discretionary team bonus. The entire salary grade for this level is $51,450.00 to $84,000.00.

Responsibilities

• Client Communication
  • Answer phone calls and respond to client messages.
  • Send routine follow‑ups and status updates.
  • Prepare and send meeting reminders.
  • Manage inbound client requests (beneficiary updates, address changes, RMD questions, etc.).
• Meeting Preparation
  • Prepare meeting 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 Processing
  • New Accounts & Transfers – gather documents, prepare paperwork, submit ACAT transfers or rollovers, track progress, and follow up with custodians.
  • Money Movement – set up contributions, withdrawals, systematic investments; process checks, wires, and ACH requests; verify completion and notify advisor/client.
  • Required Minimum Distributions (RMDs) – create annual RMD lists, coordinate timing and distribution method, ensure documentation is accurate and timely.
  • Ongoing Maintenance – beneficiary updates, address changes, add POA and TOD designations, update risk tolerance or investment objectives in custodian system.
• Advisor Productivity & Practice Management
  • Calendar & Workflow Management – schedule client and prospect meetings; keep advisor on track with upcoming deadlines.
  • CRM (Salesforce) Management – update contact records, enter meeting notes, maintain task lists and reminders, run reports to assist outreach.
  • Marketing Support – send client newsletters, utilize automated marketing platforms, coordinate client events, manage holiday cards and appreciation touches, assist with 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 and build rapport.
  • Follow up proactively to reduce advisor workload.

Qualifications

• 5+ years of financial services experience preferred.
• Proficient with Microsoft Office Suite or related software.
• Familiarity with Salesforce preferred.
• Experience with Schwab, Fidelity, and/or Raymond James platforms preferred.
• Ability to work with deadlines, be flexible under pressure, and prioritize work.
• Strong attention to detail and good 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 (available to full‑time employees and families).
• HSA with employer contribution and 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), accrued annually (25 PTO days after 4 years of service).
• 12 paid holidays each year (10 pre‑determined and 2 floating days).
• Paid parental leave and paid caregiver leave (available after 6 months tenure).
• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements).

Equal Opportunity Employer

Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify.

Accommodations

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763‑417‑1700.

Compliance

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone and computer systems.

Wealth Enhancement may use AI tools to assist in the initial screening of resumes. All AI‑supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and 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.