Wealth Management Client Services Specialist

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

Benefits offered by this job

Medical, dental and vision coverage

401k with match

Paid time off

Job summary

Wealth Enhancement's Irvine office is hiring a Client Service Associate to act as the liaison between clients and the Financial Advisor. The role involves handling client service tasks, financial paperwork, and account reviews, with in-office hours Monday–Friday, 8am–5pm.

The position emphasizes teamwork, attention to detail, and strong interpersonal skills to support client relationships and processes across the firm’s Roundtable and UniFi methodologies.

Qualifications

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

Responsibilities

• Support Senior Vice President and clients by leading and implementing the client service model.
• Facilitate new account setup and follow up on fund transfers.
• Respond to and resolve client requests and complete necessary paperwork.
• Maintain Salesforce database and client files; ensure accurate filings.
• Research issues with custodians, vendors, and operations.

Skills

Customer service

Interpersonal skills

Microsoft Office

Salesforce

AI tools

Education

4-year degree preferred

Tools

Salesforce

Microsoft Office

Job description

Wealth Enhancement's Irvine office is hiring a Client Service Associate to act as the liaison between clients and the Financial Advisor. The role involves handling client service tasks, financial paperwork, and account reviews, with in-office hours Monday–Friday, 8am–5pm.

The position emphasizes teamwork, attention to detail, and strong interpersonal skills to support client relationships and processes across the firm’s Roundtable and UniFi methodologies.