Wealth Management Client Services Specialist

Wealth Enhancement Group, LLC; South San Francisco (CA); Presencial; USD 70.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Training and professional development

Medical, dental and vision coverage

401k with match and profit sharing

Paid PTO and holidays

Descripción de la vacante

Wealth Enhancement Group, LLC is seeking a Client Service Associate to act as the primary face of the office and support financial advisors with administrative and operational tasks. This on-site role coordinates meetings, handles client paperwork, and ensures smooth office operations, with a base salary range of $70,000 to $80,000, exclusive of bonuses and benefits.

The position emphasizes client relationship management, onboarding, and teamwork within a growth-minded, client-centric

Formación

• Bachelor's degree or equivalent experience in a relevant field.
• Customer service training or experience.
• Ability to learn financial concepts and products.
• Strong teamwork and interpersonal skills.
• Proficiency with Microsoft Office.
• Familiarity with Salesforce and Workday.
• AI literacy and ability to use AI tools.

Responsabilidades

• Greet clients and maintain a welcoming office.
• Coordinate meetings with vendors and sponsors.
• Manage mail and office supplies.
• Onboard new clients and complete paperwork.
• Maintain the CRM and client files.
• Process account transactions and transfers.
• Assist advisors and handle client requests and issues.
• Support vendor presentations and training.

Conocimientos

Customer service

Teamwork

Interpersonal skills

Microsoft Office

Salesforce familiarity

Workday familiarity

AI literacy

Educación

Bachelor's degree or equivalent

Herramientas

Salesforce

Workday

Descripción del empleo

Wealth Enhancement Group, LLC is seeking a Client Service Associate to act as the primary face of the office and support financial advisors with administrative and operational tasks. This on-site role coordinates meetings, handles client paperwork, and ensures smooth office operations, with a base salary range of $70,000 to $80,000, exclusive of bonuses and benefits.

The position emphasizes client relationship management, onboarding, and teamwork within a growth-minded, client-centric