Wealth Management Client Experience Associate

TravelCenters of America; Atlanta (GA); Híbrido; USD 50 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Dental insurance

Vision insurance

401k with match

Paid time off

Resumo da oferta

Wealth Enhancement in Sandy Springs, GA, is hiring a Client Service Associate to support high-net-worth clients and Financial Advisors. You will manage onboarding, account administration, meeting prep, and ongoing service needs in a hybrid role with in-office days.

The position offers a base salary of $50,000–$65,000 with discretionary annual bonus eligibility and comprehensive benefits. Growth into a future Financial Advisor role is encouraged.

Qualificações

• Bachelor’s degree in Finance or related field; 1–2 years in financial administration or client service preferred.
• Strong interpersonal and communication skills required.
• Familiarity with CRM and custodial platforms is a plus.

Responsabilidades

• Onboard and administer new clients and paperwork.
• Manage client inquiries and coordinate next steps with advisors.
• Process account transactions and maintain client data across systems.
• Prepare materials for client meetings and follow up on action items.
• Support the advisor team and other operational projects.
• Assist with vendor and team communications and upkeep of a professional front desk.

Conhecimentos

Strong interpersonal skills

Professional communication

Attention to detail

Microsoft Office

Formação académica

Bachelor's degree in Finance or related field

Ferramentas

Salesforce

Orion

eMoney

Descrição da oferta de emprego

Wealth Enhancement in Sandy Springs, GA, is hiring a Client Service Associate to support high-net-worth clients and Financial Advisors. You will manage onboarding, account administration, meeting prep, and ongoing service needs in a hybrid role with in-office days.

The position offers a base salary of $50,000–$65,000 with discretionary annual bonus eligibility and comprehensive benefits. Growth into a future Financial Advisor role is encouraged.