Wealth Client Services & Onboarding Associate

Wealth Enhancement Group; Deer Park (OH); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Life and AD&D insurance

401k with match

Paid time off and holidays

Tuition and licensing reimbursement

Job summary

Wealth Enhancement Group is seeking a Client Service Associate / Sr. Client Service Associate in Deer Park, NY to deliver personalized support and foster long-term client relationships while assisting the advisory team. The role supports reception, onboarding, accounting, and relationships with vendors.

Base salary range is $70,000 to $80,000, exclusive of bonuses. Requires 3–5 years of industry experience, FINRA licenses, custodial experience, and proficiency with Salesforce and MS Office;

Qualifications

• Bachelor’s degree (or equivalent experience) in business, finance, economics, or related field.
• Minimum of 3-5 years of industry experience.
• FINRA Series 7 and 66 (or 63 and 65) required.
• Custodial experience (Charles Schwab or Fidelity).
• Proficiency in Microsoft Office Suite and Salesforce.
• Experience with Workday preferred.
• Excellent oral and written communication skills.
• Ability to work with deadlines, be flexible under pressure, and prioritize work.
• Demonstrated ability to train new employees.
• Flawless data recording in Salesforce.
• Strong client relationship-building and understanding of WEG’s sales model.

Responsibilities

• Reception and Office Support: greet clients, schedule meetings, manage mail, order materials.
• New Client Onboarding: paperwork, system setup, fund transfers, CRM maintenance, issue resolution.
• Client Relationship Management: engage with clients, process transactions, clear requests, coordinate with counsel.
• Client Review Prep & Follow Up: gather data, prepare meeting materials, tax research.
• Industry Knowledge & Team Support: apply guidelines, attend events, mentor and train associates, vendor management.

Skills

Communication skills

Relationship building

Training new employees

Deadline oriented

Education

Bachelor’s degree (or equivalent)

3-5 years industry experience

Tools

Salesforce

Microsoft Office Suite

Workday

Job description

Wealth Enhancement Group is seeking a Client Service Associate / Sr. Client Service Associate in Deer Park, NY to deliver personalized support and foster long-term client relationships while assisting the advisory team. The role supports reception, onboarding, accounting, and relationships with vendors.

Base salary range is $70,000 to $80,000, exclusive of bonuses. Requires 3–5 years of industry experience, FINRA licenses, custodial experience, and proficiency with Salesforce and MS Office;