Client Service Associate

Wealth Enhancement is seeking a Client Service Associate to support senior vice president and clients by leading and implementing the client service model. This role involves facilitating new account setup, responding to client requests, and maintaining client files. The ideal candidate will have strong interpersonal skills, attention to detail, and problem-solving abilities. The position is part-time, 37.5 hours per week, with a pay rate of $25.00-$27.00 per hour.

Requirements

• 4-year degree preferred
• 2+ years of customer service/administrative experience preferred
• Strong interpersonal skills required to develop team and client relationships
• Professional presence and communication skills
• Strong attention to detail and process
• Good problem-solving skills, ability to work with deadlines and prioritize work
• Proficient with Microsoft Office required
• Salesforce experience is a plus
• Schwab and Fidelity platforms experience is a plus

Benefits

• 401k with match and profit sharing
• Pet insurance
• Wellness programs and resources, worker’s compensation
• 18 days of paid time off (PTO), accrued annually – pro-rated for part-time employees
• 12 paid holidays each year (10 pre-determined and 2 floating days) – pro-rated for part-time employees
• Paid parental leave and paid caregiver leave – pro-rated for part-time employees (Caregiver leave available after 6 months of tenure )
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
• Medical, dental and vision coverage (Available to employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability – employer paid