Senior Client Service Lead – Wealth Management

Wealth Enhancement Group, LLC; Milwaukee (WI); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match

Paid time off and holidays

Tuition reimbursement

Life and AD&D insurance

Wellness programs

Paid parental leave

Job summary

Wealth Enhancement Group, LLC is seeking a Senior Client Service Associate to support the Client Service Team in our Milwaukee, WI office. This on-site role focuses on onboarding, account setup, and client relationship tasks, serving as the liaison between clients and the Financial Advisor.

The position requires 4–7+ years in client service within a wealth management setting, a Bachelor’s degree, and proficiency with Salesforce and Microsoft Office.

Qualifications

• Bachelor’s degree in business, finance, economics or related field preferred.
• 4-7+ years of client service experience at an RIA, broker dealer, or similar wealth management firm required.
• Familiarity with account brokerage paperwork and terms (RMD, QCD, IRA, ACH) preferred.
• Strong interpersonal skills and attention to detail.
• Proficient with Microsoft Office; Salesforce experience a plus.

Responsibilities

• New Client Onboarding: Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers.
• Ensures accurate completion of prospect/new client paperwork/set up.
• Maintains Salesforce database and client files.
• Record incoming assets to the appropriate blotting tool.
• Research and follow up on issues with Broker/Dealer, Wealth Enhancement Operations, and vendors.
• Lead and implement the client service model for the team and FA.
• Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations.
• Prepare for client meetings and reviews.

Skills

Client service

Salesforce

Microsoft Office

Wealth management

Attention to detail

Education

Bachelor's degree in business/finance

Tools

Salesforce CRM

Microsoft Excel

Job description

Wealth Enhancement Group, LLC is seeking a Senior Client Service Associate to support the Client Service Team in our Milwaukee, WI office. This on-site role focuses on onboarding, account setup, and client relationship tasks, serving as the liaison between clients and the Financial Advisor.

The position requires 4–7+ years in client service within a wealth management setting, a Bachelor’s degree, and proficiency with Salesforce and Microsoft Office.