Wealth Client Services Specialist

Wealth Enhancement; Richmond (VA); On-site; USD 30,307 - 35,817; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match and profit sharing

Paid time off

Job summary

Wealth Enhancement in Richmond, VA is seeking a Client Service Associate to provide top-tier support to clients, external partners, and internal advisors. This on-site role manages onboarding, client relationships, and team operations with growth opportunities.

Hourly rate $22.00 to $26.00 per hour, based on experience, with an expected start date after September 1, 2026. A collaborative work environment emphasizes service excellence.

Qualifications

• Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field.
• Customer service training, knowledge, or experience.
• Ability and interest to learn financial concepts and products.
• Ability to work with deadlines, be flexible under pressure, and prioritize work.
• Ability to work as a team member.
• Ability to learn the WEG sales model, WEG/LPL processes and procedures, and financial product features.
• Ability to learn the client review process and how reviews are completed.
• Strong attention to detail.
• Superior verbal and written communication skills.
• Proficiency with Microsoft Office Suite or related software.
• Familiarity with Salesforce and Support Org functionality.
• Experience with Workday preferred.

Responsibilities

• New Client Onboarding: Ensure accurate completion of prospect and new client paperwork and setup.
• Client Relationship Management: Communicate with clients to understand their needs and prepare transactions.
• Client Review Preparation and Follow-Up: Gather data and materials for client meetings and reviews.
• Industry, Product, and Company Knowledge: Apply WEG guidelines and knowledge of finance products.
• Team and Corporate Support: Assist advisor team operations and mentor colleagues.
• All other duties as assigned.

Skills

Customer service

Communication skills

Team player

Attention to detail

Prioritization under pressure

Willingness to learn

Education

Bachelor's degree (or equivalent) in business/finance/economics

Tools

Salesforce

Workday

Microsoft Office

Job description

Wealth Enhancement in Richmond, VA is seeking a Client Service Associate to provide top-tier support to clients, external partners, and internal advisors. This on-site role manages onboarding, client relationships, and team operations with growth opportunities.

Hourly rate $22.00 to $26.00 per hour, based on experience, with an expected start date after September 1, 2026. A collaborative work environment emphasizes service excellence.