Client Service Associate

Wealth Enhancement Group • Lancaster, CA

7d • $21 - $25 • Onsite

About The Position

The Client Service Associate serves as a primary point of contact for clients and the welcoming face of the office, creating a professional and exceptional experience with every interaction. The role provides high-level administrative and operational support to financial advisors and clients, coordinates client meetings and communications, and manages account and service requests. It builds strong client relationships while maintaining confidentiality, accuracy, responsiveness, and attention to detail across client service and administrative activities. This is an on-site position.

Requirements

• Bachelor's degree in a relevant field or equivalent experience.
• Customer service training, knowledge, or experience.
• Ability and willingness to learn financial concepts and products.
• Ability to prioritize work, meet deadlines, and remain flexible under pressure.
• Strong team orientation and interpersonal skills.
• Ability to learn WEG's sales model, processes, and procedures.
• Proficiency in understanding financial product features and riders, and the review process.
• Superior attention to detail and problem-solving skills.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office Suite or related software.
• Familiarity with Salesforce and Support Org functionality.
• AI literacy, including the ability to use AI tools, evaluate AI-generated content, and adapt to evolving technologies.

Nice To Haves

• Experience with Workday.
• Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, and alternative investments.

Responsibilities

• Greet clients and help ensure the office is clean and welcoming.
• Schedule meetings with product vendors and sponsors.
• Manage and distribute mail and coordinate overnight mail deliveries.
• Handle office housekeeping, including stocking refreshments and snacks and watering plants.
• Receive and put away store and office supply deliveries.
• Coordinate printer maintenance with vendors and Technology.
• Ensure prospect and new-client paperwork and setup are completed accurately.
• Follow up on fund transfers from surrendering companies.
• Maintain the CRM database and client files, including filing, copying, and data entry.
• Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors.
• Communicate with clients to understand their personal histories and build relationships.
• Prepare account transactions, deposits, withdrawals, and required minimum distributions upon advisor direction.
• Understand client requests, determine appropriate next steps, and communicate with advisors or resolve issues, including death claims.
• Gather client data and prepare materials for client meetings and reviews.
• Conduct tax research, including research related to 1099s.
• Complete client review follow-up needs.
• Apply WEG suitability guidelines and operational processes accurately.
• Maintain knowledge of financial and industry terminology and products.
• Attend client services and company educational events and, as appropriate, vendor presentations.
• Assist Advisor Team Operations with streamlining processes.
• Complete operational projects supporting process enhancements and changes.

Benefits

• 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 2 floating days.
• Paid parental leave and paid caregiver leave; caregiver leave is available after six months of tenure.
• Tuition, licensing, and other credential reimbursement after meeting service requirements.

What This Job Offers

• Job Type: Full-time