Senior Client Services & Operations Lead

Wealth Enhancement Group; Falls Church (VA); Hybrid; USD 51,000 - 84,000; Full time

Benefits offered by this job

Medical coverage

HSA with employer contribution

401k with match

PTO 18 days

Paid holidays

Job summary

Wealth Enhancement, a Falls Church, VA wealth management firm, seeks a Sr Client Service Associate to connect clients, advisors, and internal partners. This on-site role emphasizes high-quality service, onboarding, and day-to-day operations, ensuring nothing falls through the cracks.

The position requires 3+ years in financial services, a bachelor’s or equivalent, and proficiency with Salesforce, Orion, and Fidelity Wealthscape. Base pay ranges from $75,000 to $80,000 with comprehensive benefits.

Qualifications

• Bachelor’s degree preferred, or equivalent relevant experience.
• 3+ years of experience in financial services, wealth management, client service, and operations support.
• Knowledge of account types and registrations (HSA, 529, Trusts).
• Strong understanding of financial account administration and client service processes.
• Experience with Salesforce, Orion, Emoney, Microsoft Office, Schwab Advisor Center, and Fidelity Wealthscape.

Responsibilities

• Onboard new clients and ensure paperwork and accounts are set up accurately.
• Process transfers and asset movements from custodians or surrendering firms.
• Maintain Salesforce CRM records and electronic client files.
• Handle client requests and coordinate with advisors for next steps.
• Assist with client communications and ongoing service needs.
• Coordinate with custodians, tax professionals, and vendors as needed.
• Oversee document management and file workflows across systems.
• Support office operations and process improvements to boost efficiency.

Skills

Client service

Operations coordination

Communication

Team collaboration

Problem solving

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Orion

Emoney

Microsoft Office

Schwab Advisor Center

Fidelity Wealthscape

Job description

Wealth Enhancement, a Falls Church, VA wealth management firm, seeks a Sr Client Service Associate to connect clients, advisors, and internal partners. This on-site role emphasizes high-quality service, onboarding, and day-to-day operations, ensuring nothing falls through the cracks.

The position requires 3+ years in financial services, a bachelor’s or equivalent, and proficiency with Salesforce, Orion, and Fidelity Wealthscape. Base pay ranges from $75,000 to $80,000 with comprehensive benefits.