Sr Client Service Associate

Wealth Enhancement; Falls Church (VA); On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

HSA with employer contribution

401k with match

PTO 18 days per year

Paid holidays

Job summary

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.

Responsibilities

• 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.

Skills

Client service

Operations support

Team coordination

Communication

Problem solving

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Orion

Emoney

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.

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

Client Onboarding & Account Administration

• 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

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)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. 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. Your personal information is handled in accordance with applicable data protection laws.