Wealth Management Client Services Specialist

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

Benefits offered by this job

Health and wellness coverage

401(k) with match

Paid time off

Job summary

Wealth Enhancement Group, LLC is seeking a Client Service Associate in Atlanta, GA. This role involves managing the client experience from onboarding to administration, acting as a liaison between clients and Financial Advisors.

Ideal candidates will have a Bachelor’s degree in a relevant field, 1–2 years of experience, and strong interpersonal skills. A comprehensive benefits package is offered, including health coverage and a 401(k) plan.

Qualifications

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

• Manage onboarding and account administration for clients.
• Serve as the primary point of contact for client inquiries.
• Assist with operational improvements and process enhancements.

Skills

Interpersonal skills

Professional communication

Organizational abilities

Proficiency in Microsoft Office

Experience with Salesforce

Education

Bachelor’s degree in Finance or related field

1–2 years of experience in financial administration or client service

Tools

Salesforce

Orion

eMoney

Job description

Wealth Enhancement Group, LLC is seeking a Client Service Associate in Atlanta, GA. This role involves managing the client experience from onboarding to administration, acting as a liaison between clients and Financial Advisors.

Ideal candidates will have a Bachelor’s degree in a relevant field, 1–2 years of experience, and strong interpersonal skills. A comprehensive benefits package is offered, including health coverage and a 401(k) plan.