Client Service Associate

Wealth Enhancement is an independent wealth management firm seeking a Client Service Associate to provide exceptional service and support to clients, external partners, and internal advisors. This role is an on-site position in Lacey, WA.

Requirements

• Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field
• Customer service training, knowledge, or experience
• Ability to learn financial concepts and products
• Ability to work with deadlines, be flexible under pressure, and prioritize work
• Ability to work as a team member
• Strong attention to detail
• Effective problem-solving skills
• Superior verbal and written communication skills
• Proficiency with Microsoft Office Suite or related software
• Familiarity with Salesforce and Support Org functionality
• Experience with Workday preferred

Benefits

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution
• Flexible Spending Accounts (FSA)
• 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
• 18 days of paid time off (PTO)
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials