Client Service Associate

Wealth Enhancement Group•Atlanta, GA

4d•Hybrid

About The Position

Wealth Enhancement is seeking a Client Service Associate for its Sandy Springs, Georgia office. The role supports high-net-worth clients and Financial Advisors, serving as a primary liaison between clients and the advisory team. The associate helps manage the client experience, including onboarding, account administration, meeting preparation, and ongoing service needs, while maintaining client and partner relationships and providing operational support to advisors. The position may suit someone interested in developing toward a future Financial Advisor role. This is a hybrid position, typically in the office Tuesday through Thursday each week. The stated base salary range is $50,000 to $65,000, depending on experience, with eligibility for a discretionary annual bonus. The company also states that the full salary grade for this level is $42,500 to $84,000.

Requirements

Bachelor’s degree in Finance, Financial Planning, Economics, or a related field preferred, or equivalent demonstrated through work experience, training, military experience, or education.
Strong interpersonal skills and ability to build effective relationships with clients and team members.
Professional communication skills and a confident, client-facing presence.
Highly motivated self-starter with a results-driven mindset.
Strong organizational abilities, a solution-oriented approach, attention to detail, and comfort working under deadlines.
Proficiency with Microsoft Office applications.
Comfort learning new AI applications and understanding their appropriate uses and limitations; continued learning and adaptation are expected as the technology evolves.
Proficiency using AI and digital tools.

Nice To Haves

One to two years of experience in financial administration or client service; candidates with more experience may be considered for a Senior CSA title.
Interest in pursuing professional credentials such as the CFP or Series 65.
Experience with Salesforce, Orion, or eMoney.
Familiarity with Fidelity or Schwab custodial platforms.

Responsibilities

Prepare and process prospect and new-client paperwork accurately.
Track and follow up on incoming fund transfers from external institutions.
Research and resolve issues with internal departments and third-party vendors.
Maintain prospect and account information.
Engage with clients to understand their backgrounds, goals, and financial needs.
Serve as a primary contact for client inquiries, coordinate next steps, and ensure timely follow-through.
Prepare and process account transactions, including trades, deposits, withdrawals, and required minimum distributions (RMDs).
Maintain accurate client data across Salesforce, custodial platforms, and portfolio accounting systems.
Gather and organize client information and prepare materials for client meetings.
Complete post-meeting tasks to support a seamless client experience.
Coordinate with clients’ tax or legal professionals, including reviewing 1099s as needed.
Review and troubleshoot quarterly statements when required.
Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency; validate outputs for accuracy, privacy, and business alignment.
Identify and escalate inaccurate information, knowledge gaps, or issues involving digital tools.
Assist the Advisor Team with operational improvements and process enhancements.
Support firmwide operational projects and initiatives.
Communicate process updates, sales information, and operational changes to the team.
Manage vendor relationships in alignment with Service Level Agreements.
Contribute to ad hoc projects as assigned.
Provide Front Desk backup, including answering phones, greeting clients, managing mail, and keeping common areas organized.
Demonstrate understanding of the firm’s Suitability Guidelines, operational processes, and sales model.
Maintain working knowledge of financial terminology, products, and industry standards.
Participate in Client Services meetings and company educational events.

Benefits

Discretionary annual bonus eligibility.
Training and professional development.
Medical, dental, and vision coverage for eligible full-time employees and their families.
Health Savings Account with employer contribution and Flexible Spending Accounts for medical, dependent, and transit expenses.
Employer-paid and voluntary life and AD&D insurance.
Employer-paid short-term and long-term disability and workers’ compensation.
401(k) with match and profit sharing.
Wellness programs and resources.
Voluntary benefits, including pet insurance.
18 days of paid time off accrued annually, increasing to 25 days after four years of service.
12 paid holidays each year, including 10 predetermined and two floating days.
Paid parental leave and paid caregiver leave; caregiver leave is available after six months of tenure.
Reimbursement for tuition, licensing, and other credentials after meeting service requirements.