Client Service Associate

Wealth Enhancement is an independent wealth management firm seeking a Client Service Associate to serve as a liaison between clients and financial advisors. The role involves financial paperwork, account review preparation, and delivering exceptional service to clients, partners, and internal advisors.

Requirements

• 4-year college degree preferred
• 2+ years' experience within financial services, specifically wealth management firms is required
• Superior verbal and written communication skills required
• Proficient with Microsoft Office Suite or related software required
• Familiarity with Salesforce preferred

Benefits

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA)
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 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