Wealth Management Client Services Associate

Wealth Enhancement Group; Irvine (CA); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401k with match

PTO

Paid holidays

Tuition reimbursement

Parental leave

Job summary

Wealth Enhancement Group’s Irvine, CA office is seeking a Client Service Associate to bridge the client and Financial Advisor, handling client paperwork and account reviews. This on-site role operates Monday–Friday, 8am–5pm, with a starting pay range of $31.25/hr to $33.65/hr and an annual salary around $65,000–$70,000, excluding bonuses.

You will support the senior advisor, assist with new accounts, maintain files, and collaborate across teams while using AI and digital tools to improve service

Qualifications

• 4-year degree preferred
• 1+ years financial administration experience preferred
• 2+ years customer service/administrative experience preferred
• Strong interpersonal skills
• Professional presence and communication skills
• Proficient with Microsoft Office
• Salesforce experience a plus
• Proficient at using AI and digital tools

Responsibilities

• Support SVP and clients by leading and implementing the client service model
• Facilitate new account setup at the custodial level; follow up on fund transfers
• Respond to and resolve client requests; complete necessary financial paperwork
• Ensure accurate completion of prospect/new client paperwork and set up
• Maintain Salesforce database and client files
• Research and follow up on issues with custodians, vendors, and operations
• Learn product suitability guidelines and financial processes
• Support client service functions for all teams

Skills

Interpersonal skills

Professional presence

Attention to detail

Problem-solving

AI and digital tools

Education

4-year degree preferred

1+ years financial administration experience preferred

2+ years customer service/administrative experience preferred

Salesforce experience a plus

Proficient with Microsoft Office

Tools

Salesforce

Job description

Wealth Enhancement Group’s Irvine, CA office is seeking a Client Service Associate to bridge the client and Financial Advisor, handling client paperwork and account reviews. This on-site role operates Monday–Friday, 8am–5pm, with a starting pay range of $31.25/hr to $33.65/hr and an annual salary around $65,000–$70,000, excluding bonuses.

You will support the senior advisor, assist with new accounts, maintain files, and collaborate across teams while using AI and digital tools to improve service