Senior Client Service & Onboarding Specialist

Wealth Enhancement; Falls Church (VA); Sur place; USD 75 000 - 80 000; Plein temps

Avantages offerts par ce poste

Medical, dental and vision coverage

HSA with employer contribution

401k with match

PTO 18 days per year

Paid holidays

Résumé du poste

Wealth Enhancement in Falls Church, VA seeks a Sr Client Service Associate to act as liaison between clients, advisors and partners, managing onboarding, account maintenance, documentation and office operations. This on-site role emphasizes high-touch client service, precise paperwork handling, and strong teamwork within a busy advisory office.

The position offers base salary $75,000–$80,000 plus comprehensive benefits and bonus potential, with a strong focus on accuracy, professionalism and

Qualifications

• Bachelor’s degree preferred or equivalent experience.
• 3+ years in financial services, wealth management or client service.
• Experience with Salesforce and advisory platforms essential.

Responsabilités

• Onboard new clients and manage account setup and documentation.
• Support client service with transactions, requests and communications.
• Coordinate with custodians, tax professionals and vendors as needed.
• Maintain documents, records and CRM data accurately.
• Lead and support office operations and process improvements.

Connaissances

Client service

Operations support

Team coordination

Communication

Problem solving

Formation

Bachelor’s degree or equivalent

Outils

Salesforce

Orion

Emoney

Schwab Advisor Center

Fidelity Wealthscape

Description du poste

Wealth Enhancement in Falls Church, VA seeks a Sr Client Service Associate to act as liaison between clients, advisors and partners, managing onboarding, account maintenance, documentation and office operations. This on-site role emphasizes high-touch client service, precise paperwork handling, and strong teamwork within a busy advisory office.

The position offers base salary $75,000–$80,000 plus comprehensive benefits and bonus potential, with a strong focus on accuracy, professionalism and