Sr Client Service Associate

Wealth Enhancement is an independent wealth management firm seeking a Sr. Client Service Associate to join the Client Service Team as a liaison between the client and the Financial Advisor (FA). The role involves facilitating new account set up, maintaining client files, and supporting client relationship management.

Requirements

• 4-year degree in business, finance, economics or related field is preferred
• 3+ years of customer service/administrative experience for a client-service or investment firm is needed
• Financial administration experience is a plus
• Familiarity with account brokerage paperwork and terms is preferred

Benefits

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA)
• 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