Client Service Associate (Hybrid Opportunity)

Wealth Enhancement is an independent wealth management firm seeking a Client Service Associate to support high-net-worth clients and Financial Advisors. The ideal candidate will provide exceptional service, maintain strong relationships, and ensure operational support.

Requirements

• New Client Onboarding and Administration
• Client Relationship Management and Review Support
• Team and Corporate Support
• Industry and Company Knowledge
• Education & Qualifications

Benefits

• Comprehensive benefits aim to balance health and wellness, financial well-being, professional development, and work/life harmony
• Medical, dental and vision coverage
• Health Savings Account (HSA)
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits
• Paid time off (PTO)
• Paid holidays
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition