Client Service Associate

Wealth Enhancement is hiring a Client Service Associate to serve as a liaison between clients and financial advisors. The role involves financial paperwork, account review preparation, and client support. The position is based in McKinney, TX and requires basic financial knowledge, attention to detail, and the ability to manage multiple tasks.

Requirements

• New Client Onboarding
• Client Relationship Management
• Team and Corporate Support
• Industry/Company Knowledge
• Education/Qualifications

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)
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials