Client Service Associate

Wealth Enhancement is seeking a Client Service Associate to provide excellent service and support to clients, including financial paperwork and account review preparation, as part of our High-Net-Worth team. This role is responsible for serving as the liaison between the client and the Financial Advisor (FA).

Requirements

• New Client Onboarding
• Client Relationship Management
• Client Review Prep and Follow Up
• Industry/Company Knowledge
• Team and Corporate Support

Benefits

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution
• Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance
• Short-term and long-term disability, workers compensation
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials