Wealth Management Client Specialist (Hybrid)

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

Benefits offered by this job

Medical, dental and vision coverage

401k with match and profit sharing

18 days of paid time off (PTO)

Job summary

Wealth Enhancement is seeking a Client Service Associate in Atlanta, GA to support high-net-worth clients and Financial Advisors. This hybrid role involves managing client onboarding, account administration, and relationship management. Ideal candidates have a degree in Finance or a related field, and 1–2 years of experience. Salary ranges from $50,000 to $65,000 based on experience, plus bonuses. The company fosters a collaborative environment for long-term career growth in wealth management.

Qualifications

• 1–2 years of experience in financial administration or client service preferred.
• Interest in pursuing professional credentials such as the CFP or Series 65.
• Highly motivated self-starter with a results-driven mindset.

Responsibilities

• Manage client experience, from onboarding to ongoing service needs.
• Serve as a primary point of contact for client inquiries.
• Prepare and process account transactions effectively.

Skills

Financial knowledge

Professional communication

Attention to detail

Organizational abilities

Interpersonal skills

Education

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

Tools

Microsoft Office

Salesforce

Job description

Wealth Enhancement is seeking a Client Service Associate in Atlanta, GA to support high-net-worth clients and Financial Advisors. This hybrid role involves managing client onboarding, account administration, and relationship management. Ideal candidates have a degree in Finance or a related field, and 1–2 years of experience. Salary ranges from $50,000 to $65,000 based on experience, plus bonuses. The company fosters a collaborative environment for long-term career growth in wealth management.