Client Service Associate

Wealth Enhancement Group • Hartford, OH

9d • Hybrid

About The Position

Wealth Enhancement is hiring a Client Service Associate for its Cleveland, Ohio (Mayfield Village) office, with the option to sit in its Hartford, Connecticut office. The role serves as a liaison between clients and a Financial Advisor, supporting the client experience through financial paperwork, account review preparation, account setup, and ongoing service. The position supports a Senior Vice President (Financial Advisor) and their clients by implementing the client service model. It is hybrid, typically requiring four in-office days each week.

The associate helps with new account setup and fund transfers, responds to client requests, maintains client records and Salesforce data, and coordinates with custodians, vendors, and internal operations teams. The role also uses approved AI and digital tools to simplify work and improve service quality, while checking outputs for accuracy, privacy, and alignment with business needs.

The posted starting base salary range is $50,000 to $60,000, exclusive of bonuses and benefits. The role is eligible for a discretionary performance-based bonus. The job posting also lists the full Associate-level salary grade as $42,500 to $63,750. Title and compensation may be adjusted based on experience.

Requirements

• Bachelor's degree or equivalent preferred, demonstrated through work experience, training, military experience, or education.
• Two or more years of financial administration experience preferred.
• Two or more years of customer service or administrative experience preferred.
• Strong interpersonal skills to develop team and client relationships.
• Professional presence and communication skills.
• Strong attention to detail and process.
• Good problem-solving skills and ability to work with deadlines and prioritize work.
• Proficiency with Microsoft Office required.
• Proficiency using AI and digital tools.
• Ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone, and use computer systems.

Nice To Haves

• Salesforce experience.
• Experience with Schwab and Fidelity.

Responsibilities

• Support the Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model.
• Facilitate new account setup at the custodial level and follow up on fund transfers.
• Respond to and resolve client requests.
• Complete financial paperwork needed to execute client recommendations, change beneficiaries, establish trusts, and perform related tasks.
• Ensure prospect and new-client paperwork is completed accurately and accounts are set up.
• Maintain the Salesforce database and client files, including filing, copying, and data entry.
• Research and follow up on issues involving custodians, vendors, and Wealth Enhancement's operations department.
• Learn company product suitability guidelines, financial operational processes, and financial sales processes.
• Support client service functions for other teams as requested.
• Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, validating outputs for accuracy, privacy, and business alignment.
• Identify and escalate inaccurate information, knowledge gaps, or issues related to digital tools.

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 holidays 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.
• Discretionary performance-based bonus plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed