Client Service Associate

Client Service Associate – Wealth Enhancement

Wealth Enhancement is an independent wealth‑management firm that offers personalized financial planning and investment management services to over 80,000 households nationwide. The Rochester, MN office is seeking a Client Service Associate who will serve as a liaison for advisors and clients, enhance team culture, and deliver exceptional service.

• New Client Onboarding – ensure accurate completion of prospect paperwork, follow up on funds transfers, maintain CRM database, address operational issues, and record assets.
• Client Relationship Management – conduct client dialogues, prepare account transactions, resolve client requests (including death claim processing), and coordinate with client’s tax or legal counsel when needed.
• Client Review Prep & Follow‑up – gather client data, prepare materials for meetings, conduct tax research, and complete review follow‑ups.
• Industry / Product Knowledge – apply WEG suitability guidelines, understand financial terminology and products (annuities, mutual funds, SEMAs, fixed income, alternatives, etc.), and attend educational events and vendor presentations.
• Team & Corporate Support – assist advisor operations, complete operational projects, communicate updates, mentor CSAs, and manage vendor service agreements.

• Bachelor’s degree in business, finance, economics or related field (or equivalent experience).
• Customer‑service training or experience.
• Willingness to learn financial concepts, products, and WEG sales model.
• Strong attention to detail, problem‑solving skills, and excellent verbal and written communication.
• Ability to work under pressure, meet deadlines, and prioritize tasks.
• Team‑oriented, flexible, and able to mentor peers.
• Proficiency with Microsoft Office; familiarity with Salesforce;
  Workday experience preferred.

Hourly range: $22.00 – $26.00 (exclusive of bonuses and benefits). Full‑time wage potential ranges $42,500 – $63,750.

Benefits include:

• Training and professional development
• Medical, dental and vision coverage for employees and families
• Health Savings Account (HSA) with employer contribution, Flexible Spending Accounts (FSA)
• Life & AD&D insurance
• Short‑term and long‑term disability, workers’ compensation
• 401(k) with match and profit sharing
• Wellness programs and resources
• Pet insurance and other voluntary benefits
• Paid time off: 18 days PTO accrued annually (25 days after 4 years)
• 12 paid holidays per year (10 pre‑determined, 2 floating)
• Paid parental leave and caregiver leave (available after 6 months)
• Tuition reimbursement after meeting service requirements

Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. We participate in E‑Verify and provide reasonable accommodation during the application and selection process. Information provided on this application will be kept confidential and shared only with those involved in the selection process.

OSHA Requirements: ability to stand or sit for long periods, file documents in high or low cabinets, use telephone and computer systems.

For accommodation requests during the application or selection process, contact the Human Resources Department at 763‑417‑1700.