Senior Client Service Associate

Wealth Enhancement is an independent wealth management firm seeking a Senior Client Service Associate to work with high-net-worth clients, requiring a high level of professionalism and knowledge to enhance client relationships and provide personalized financial planning.

Requirements

• New Client Onboarding
• Client Relationship Management
• Client Review Prep and Follow Up
• Industry/Company Knowledge
• Team and Corporate Support

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