Client Service Associate / Client Service Manager
Wealth Enhancement GroupPennsylvania, United States
Posted May 18, 2026
60000 - 90000 USD
Full Time
About the Company
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Job Description
Wealth Enhancement is an independent wealth management firm seeking a Client Service Associate / Client Service Manager to foster a culture of exceptional service, deliver personalized support to clients, and provide opportunities for mentorship and leadership responsibilities.
Requirements
- Reception and Office Support
- New Client Onboarding
- Client Relationship Management
- Client Review Preparation and Follow Up
- Industry, Product, and Company Knowledge
- Team and Corporate Support
Benefits
- Medical, dental and vision coverage
- Health Savings Account (HSA) with employer contribution and 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, 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