Client Service Associate
Wealth Enhancement · Fort Washington · $24–$28/hr (stated in the posting)
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Fort Washington, PA office has an exciting opportunity for a Client Service Associate! As the primary point of contact for clients, this role is instrumental in fostering a welcoming office environment and delivering an exceptional client experience. The Client Service Associate provides comprehensive administrative and operational support to financial advisors, coordinates meetings and communications, manages account and service requests, and ensures seamless day-to-day office operations.
This role is an On-site position.
In the spirit of pay transparency, we are excited to share the hourly rate for this position is $24 to $28 per hour, depending on experience.
Primary Job Functions
Reception and Office Support
Greet clients and ensure the office is clean and welcoming
Schedule meetings with product vendors and sponsors
Manage and distribute mail and coordinate overnight deliveries
Order office marketing materials and printer supplies; coordinate printer maintenance with vendors and Technology
New Client Onboarding
Ensure accurate completion of prospect and new client paperwork and setup
Follow up on funds transfers from surrendering companies
Maintain the CRM database and client files, including filing, copies, and data input
Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors
Record incoming assets to the appropriate tracking tool
Client Relationship Management
Engage with clients to understand their personal history and current financial needs
Prepare account transactions, trades, deposits, withdrawals, and required minimum distributions (RMDs)
Communicate to understand client requests, resolve issues directly or escalate to advisors as appropriate, including death claim processing
Collaborate with clients' tax or legal counsel as needed
Client Review Preparation and Follow-up
Gather client data and prepare materials for meetings and reviews
Conduct tax research, such as for IRS Forms 1099
Complete follow-up actions resulting from client reviews
Industry, Product, and Company Knowledge
Demonstrate knowledge of and adherence to WEG's Suitability Guidelines, operational processes, and sales model
Understand financial terminology and product offerings
Maintain working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
Attend client services and company educational events; may attend vendor presentations
Team and Corporate Support
Assist advisor team operations to streamline processes
Complete operational projects to support enhancements and changes
Communicate process and sales updates to the team
Mentor and train Client Service Associates
Manage vendors to Service Level Agreements
All other duties as assigned.
Education/Qualifications
Bachelor's degree (or equivalent experience) in a relevant discipline
Customer service training, knowledge, or experience
Interest in learning financial concepts and products
Ability to work with deadlines, remain flexible under pressure, and prioritize work
Ability to work collaboratively as a team member
Ability to learn WEG's sales model and WEG/LPL processes and procedures
Ability to learn financial product features and riders
Ability to learn the client review process and its completion
Strong attention to detail and effective problem-solving skills
Superior verbal and written communication skills
Proficiency with Microsoft Office Suite or related software
Familiarity with Salesforce and Support Org functionality
Experience with Workday preferred
Demonstrated ability to effectively use AI tools and technologies in daily work, including crafting prompts, evaluating AI-generated content, and integrating AI tools to enhance productivity while maintaining quality standards
Comfort with learning new AI applications and adapting to evolving AI tools and methodologies
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $42,500 - $63,750. However, the base salary range bolded above ($24 to $28 per hour) is what we expect to pay as a starting range for this position.
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
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