Sr Client Service Associate

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

About Wealth Enhancement

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 that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future.

For more information, please visit www.wealthenhancement.com.

Our Falls Church, VA office (we are located in the Falls Church/Tyson's Corner area!) is looking for a highly motivated Sr Client Service Associate! The Sr Client Service Associate serves as a key liaison between clients, advisors, and internal/external partners, ensuring a smooth, high-quality client experience while supporting the day-to-day operational needs of the office. This role blends client service, new account onboarding, account maintenance, document management, and team operational support. The ideal candidate combines high-touch client service with strong operational execution. They are comfortable handling sensitive financial paperwork, keeping processes organized, and ensuring nothing falls through the cracks. They bring professionalism, confidence interacting and directing an advisory team, sound judgment, and a service-oriented approach, while also contributing to team efficiency and a positive office culture. This is an on-site position working in office 5 days/week.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $75,000.00 to $80,000.00, exclusive of bonuses and benefits.

Primary Job Functions

• Manage prospect and new client onboarding, ensuring all paperwork, account setup, and related documentation are accurate and complete
• Follow up on fund transfers and incoming assets from surrendering firms or custodians
• Maintain Salesforce CRM records, electronic client files, and related tracking tools
• Work with clients on account maintenance activities, such as beneficiary updates, and standing instructions
• Client Service & Relationship Support Serve as the point of contact for clients, helping clarify requests and coordinating next steps with advisors
• Prepare and process client transactions such as deposits, withdrawals, transfers, and RMDs
• Assist with client communications and ongoing service needs
• Coordinate with external partners, including custodians, tax professionals, and vendors when needed
• Document Management Generate, submit, archive, retrieve, and track documents in accordance with firm processes
• Manage document workflows, including imaging, logging, filing, mail support, and records maintenance
• Operations & Office Support Direct and support team operations and advisory team through process improvements, project work, and administrative coordination
• Lead phone interactions, mail handling, office and breakroom supply management, and other office operations as needed
• Manage data flow between systems and maintain accurate records across platforms
• Lead and teach process updates and operational changes to the team

Education/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 all basic account types and registrations as well as HSA, 529, Trusts
• Strong to expert level understanding of financial account administration, client service processes, and operational workflows
• Experience with Salesforce, Orion, Emoney, Microsoft Office tools, Schwab Advisor Center, and Fidelity Wealthscape platforms
• Strong attention to detail, organization, and follow-through
• Friendly, outgoing, and a positive attitude with the ability to work with all levels of staff and management
• Excellent verbal and written communication skills with exceptional professionalism in client and advisor interactions
• Ability to prioritize effectively, meet deadlines, and remain flexible under pressure
• Collaborative team player with a client-first mindset and strong problem-solving skills
• Experience implementing AI strategy or an interest in utilizing AI to implement operational efficiencies

Internal Pay Structure

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $51,450.00 to $84,000.00. However, the base salary range bolded above ($75,000.00 to $80,000.00) is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (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
• 401k 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 (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Equal Opportunity Employer

Equal Opportunity Employer, including disabled and veterans.

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.

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.

Link OSHA Requirements:

About Wealth Enhancement

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 that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future.

For more information, please visit www.wealthenhancement.com.Wealth Enhancement Careers