Senior Client Service Lead – Wealth Management

Wealth Enhancement Group; Walnut Creek (CA); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Health Savings Account (HSA)

401k with match and profit sharing

Paid time off and holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group in Walnut Creek, CA is seeking a Sr Client Service Associate to partner with clients and advisors, delivering advanced support in client service and operations. This on-site role focuses on proactive relationship management and coordinating activities within the financial advisory team.

The position offers a starting base salary of 90,000 to 100,000 dollars, with bonuses and comprehensive benefits described by the firm.

Qualifications

• Bachelor's degree or equivalent experience.
• Minimum of 3 years of financial services experience.
• Minimum of 1 year as a Client Service Associate.
• Excellent oral and written communication skills.
• Ability to work with deadlines, adapt under pressure, and prioritize tasks.
• Ability to train new employees as needed.
• High attention to detail in recording transactions and maintaining data within Salesforce.

Responsibilities

• Greet clients and ensure the office is welcoming.
• Schedule meetings with product vendors and sponsors.
• Manage and distribute mail; coordinate overnight mail deliveries.
• Order office materials and printer supplies; coordinate maintenance.
• Ensure accurate completion of prospect and new client paperwork.
• Prepare account transactions, trades, deposits, withdrawals, and RMDs.
• Coordinate with tax/legal counsel and resolve client requests.

Skills

Excellent communication

Deadline-driven

Client relationship

Training others

Sales process knowledge

AI literacy

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Microsoft Office

Workday

Job description

Wealth Enhancement Group in Walnut Creek, CA is seeking a Sr Client Service Associate to partner with clients and advisors, delivering advanced support in client service and operations. This on-site role focuses on proactive relationship management and coordinating activities within the financial advisory team.

The position offers a starting base salary of 90,000 to 100,000 dollars, with bonuses and comprehensive benefits described by the firm.