Wealth Management Client Services Associate (Hybrid)

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

Benefits offered by this job

Medical, dental and vision coverage

Health Savings Account (HSA)

401k with match and profit sharing

Paid time off (PTO) and holidays

Parental leave and caregiver leave

Tuition reimbursement and professional

Job summary

Wealth Enhancement Group in Sandy Springs, GA is seeking a Client Service Associate to support high-net-worth clients and Financial Advisors. The role includes onboarding, account administration, meeting prep, and ongoing service, with a focus on timely follow-through and relationship-building.

The ideal candidate has foundational financial knowledge, strong communication skills, and the ability to manage multiple priorities in a hybrid office setting, typically in-office Tue-Thu.

Qualifications

• Bachelor’s degree preferred in Finance, Financial Planning, Economics, or related field.
• 1–2 years of experience in financial administration or client service preferred.
• Interest in pursuing professional credentials such as CFP or Series 65 welcome but not required.
• Strong interpersonal and communication skills with client-facing presence.

Responsibilities

• New client onboarding and administration, including paperwork processing and account setup.
• Manage fund transfers and coordinate with external institutions and vendors.
• Maintain client data across Salesforce and custodial platforms; prepare meeting materials.
• Engage with clients to understand goals and financial needs; coordinate next steps.

Skills

Interpersonal skills

Professional communication

Attention to detail

Organizational skills

Microsoft Office

Salesforce

Orion

eMoney

AI tools knowledge

Education

Bachelor’s degree in Finance, Financial Planning, Economics, or related field

Tools

Fidelity custodial platforms

Schwab custodial platforms

Job description

Wealth Enhancement Group in Sandy Springs, GA is seeking a Client Service Associate to support high-net-worth clients and Financial Advisors. The role includes onboarding, account administration, meeting prep, and ongoing service, with a focus on timely follow-through and relationship-building.

The ideal candidate has foundational financial knowledge, strong communication skills, and the ability to manage multiple priorities in a hybrid office setting, typically in-office Tue-Thu.