Wealth Enhancement
Wealth Management
ClientServiceAssociate
“Client Service Associate at Wealth Enhancement. Skills: client experience management, account administration, meeting preparation, ongoing service needs, operational support. New Client Onboarding and Administration. Client Relationship Management and Review Support”
What You'll Achieve.
enriching the lives of our clients; craft their future; delivering exceptional service; ensuring our advisors have the operational support they need; grow with a collaborative team
Industry & Context.
research and resolve issues; solution-oriented approach
ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems
What They're Looking For.
Must Have
1–2 years of experience in financial administration or client service preferred, Proficiency in Microsoft Office applications
Nice to Have
Interest in pursuing professional credentials such as the CFP® or Series 65, Experience with Salesforce, Orion, or eMoney is a plus, Familiarity with Fidelity or Schwab custodial platforms is beneficial
What You'll Do.
New Client Onboarding and Administration
Client Relationship Management and Review Support
Team and Corporate Support
How You'll Work.
Team & Collaboration
play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs); primary liaison between clients and the advisory team; help manage every aspect of the client experience; central to our team’s success; help shape our office culture by delivering exceptional service; maintaining relationships with clients and partners; ensuring our advisors have the operational support they need; assist the Advisor Team with operational improvements and process enhancements; support firmwide operational projects and initiatives; communicate process updates, sales information, and operational changes to the team; provide backup support for the Front Desk
Communication Scope
professional communication skills; client-facing presence; open conversations
Process & Methodology
manage multiple priorities with confidence, organizational abilities with a solution-oriented approach, support firmwide operational projects and initiatives, contribute to ad hoc projects as assigned
Applying for this Client Service Associate role?
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