Wealth Management Client Services Specialist

Wealth Enhancement Group, LLC; Fort Washington (Montgomery County); On-site; USD 43,000 - 64,000; Full time

Benefits offered by this job

Medical, dental and vision coverage (F

Health Savings Account (HSA) with ER"

Life and AD&D insurance

Short‑term and long‑term disability

401(k) with match and profit sharing

Wellness programs and resources

Paid time off (PTO) and holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group, LLC is seeking a Client Service Associate to be the primary contact for clients in our Fort Washington, PA office. This on-site role provides comprehensive administrative and operational support to financial advisors, coordinates meetings, manages client requests, and ensures a seamless day-to-day office operation.

The position offers an hourly rate of $24 to $28, with a salary grade of $42,500 to $63,750, depending on experience.

Qualifications

• Bachelor's degree (or equivalent experience) in a relevant discipline.
• Customer service training, knowledge, or experience
• Interest in learning financial concepts and products
• Ability to work with deadlines, remain flexible under pressure, and prioritize work
• Ability to work collaboratively as a team member
• Ability to learn WEG's sales model and WEG/LPL processes and procedures
• Ability to learn financial product features and riders
• Ability to learn the client review process and its completion
• Strong attention to detail and effective problem‑solving skills
• Superior verbal and written communication skills
• Proficiency with Microsoft Office Suite or related software
• Familiarity with Salesforce and Support Org functionality
• Experience with Workday preferred
• Demonstrated ability to effectively use AI tools and technologies in daily work, including crafting prompts, evaluating AI‑generated content, and integrating AI tools to enhance productivity while maintaining quality standards
• Comfort with learning new AI applications and adapting to evolving AI tools and methodologies

Responsibilities

• Greet clients and ensure the office is clean and welcoming
• Schedule meetings with product vendors and sponsors
• Manage and distribute mail and coordinate overnight deliveries
• Order office marketing materials and printer supplies; coordinate printer maintenance with vendors and Technology
• Ensure accurate completion of prospect and new client paperwork and setup
• Follow up on funds transfers from surrendering companies
• Maintain the CRM database and client files, including filing, copies, and data input
• Record incoming assets to the appropriate tracking tool
• Engage with clients to understand their personal history and current financial needs
• Prepare account transactions, trades, deposits, withdrawals, and required minimum distributions (RMDs)
• Communicate to understand client requests, resolve issues directly or elevate to advisors as appropriate
• Collaborate with clients' tax or legal counsel as needed
• Gather client data and prepare materials for meetings and reviews
• Conduct tax research, such as for IRS Forms 1099
• Complete follow‑up actions resulting from client reviews
• Demonstrate knowledge of and adherence to WEG's Suitability Guidelines, operational processes, and sales model
• Understand financial terminology and product offerings
• Maintain working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
• Attend client services and company educational events; may attend vendor presentations
• Assist advisor team operations to streamline processes
• Complete operational projects to support enhancements and changes
• Communicate process and sales updates to the team
• Mentor and train Client Service Associates
• Manage vendors to Service Level Agreements
• All other duties as assigned

Skills

Customer service

Communication

Team collaboration

Problem solving

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

Workday

Microsoft Office

Job description

Wealth Enhancement Group, LLC is seeking a Client Service Associate to be the primary contact for clients in our Fort Washington, PA office. This on-site role provides comprehensive administrative and operational support to financial advisors, coordinates meetings, manages client requests, and ensures a seamless day-to-day office operation.

The position offers an hourly rate of $24 to $28, with a salary grade of $42,500 to $63,750, depending on experience.