Client Service Associate

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team‑based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices – and growing – nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future.

For more information, please visit

This is an on‑site position. In the spirit of pay transparency, we are excited to share the pay range for this position is $24.00/hr to $27.00/hr
, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so let’s have one.

• Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model
• Facilitate new account set up at the custodial level; follow up on fund transfers
• Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
• Ensure accurate completion of prospect/new client paperwork and set up
• Maintain Salesforce database and client files (filing, copies, data input)
• Research and follow up on any issues with the custodians, vendors, and Wealth Enhancement operations department
• Learn company product suitability guidelines, financial operational processes, and financial sales processes
• Support client service functions for all teams as requested

• Provide office support, including typing, generating, and proofreading correspondence, emails, letters, forms, policies and general office documents
• Support in generating reports for meetings and presentations
• Answer telephone, screen and route phone calls, and take messages as appropriate. Set up conference calls and video conferences
• Manage calendars, schedule appointments, and coordinate meetings
• Sort and deliver all incoming mail and deliveries
• Handle standard correspondence as requested, including form letters and responses to requests for information
• Support clients as they complete paperwork and provide necessary signatures
• Keep standard forms up-to-date
• File and scan as requested
• Establish, maintain and comply with orderly record keeping system, ensuring maintenance of confidential account files and proper workflow
• Maintain a clean and organized reception area, conference rooms, and kitchen
• Under the direction of your manager, assist with various office projects as requested

• 4-year degree preferred
• 1+ years of financial administration experience preferred
• 2+ years of customer service/administrative experience preferred
• Strong interpersonal skills required to develop team and client relationships
• Professional presence and communication skills
• Strong attention to detail and process
• Good problem‑solving skills, ability to work with deadlines and prioritize work
• Proficient with Microsoft Office
• Salesforce experience a plus

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well‑being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• Medical, dental and vision coverage (Available to full‑time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short‑term and long‑term disability, workers compensation – employer paid
• 401(k) with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid…