Wealth Management Client Services Associate

Wealth Enhancement Group; Sandy Springs (GA); Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401k with match

Paid time off and holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group in Sandy Springs, GA is seeking a Client Service Associate to support high-net-worth clients and Financial Advisors. This hybrid role involves client onboarding, administrative tasks, and relationship management, ensuring a seamless client experience.

The ideal candidate should possess a bachelor's degree in a related field and financial knowledge. Strong communication skills, attention to detail, and the ability to manage multiple tasks are essential for this position, which offers growth in wealth management.

Qualifications

• 1–2 years of experience in financial administration or client service preferred.
• Interest in pursuing professional credentials such as the CFP or Series 65.

Responsibilities

• Prepare and process client paperwork accurately.
• Engage with clients to understand their goals and financial needs.
• Coordinate next steps and ensure timely follow-through on inquiries.
• Support advisors with operational improvements and process enhancements.

Skills

Financial knowledge

Professional communication skills

Attention to detail

Ability to manage multiple priorities

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Office

Salesforce

Orion

eMoney

Job description

Wealth Enhancement Group in Sandy Springs, GA is seeking a Client Service Associate to support high-net-worth clients and Financial Advisors. This hybrid role involves client onboarding, administrative tasks, and relationship management, ensuring a seamless client experience.

The ideal candidate should possess a bachelor's degree in a related field and financial knowledge. Strong communication skills, attention to detail, and the ability to manage multiple tasks are essential for this position, which offers growth in wealth management.