Sr Client Service Associate

Wealth Enhancement Group • Falls Church, VA

6d • Onsite

About The Position

The Sr Client Service Associate serves as a key liaison between clients, advisors, and internal/external partners, ensuring a smooth, high-quality client experience while supporting the day-to-day operational needs of the office. This role blends client service, new account onboarding, account maintenance, document management, and team operational support. The ideal candidate combines high-touch client service with strong operational execution. They are comfortable handling sensitive financial paperwork, keeping processes organized, and ensuring nothing falls through the cracks. They bring professionalism, confidence interacting and directing an advisory team, sound judgment, and a service-oriented approach, while also contributing to team efficiency and a positive office culture. This is an on-site position working in office 5 days/week.

Requirements

• 5+ years of experience in financial services, wealth management, client service, and operations support
• Knowledge of all basic account types and registrations as well as HSA, 529, Trusts
• Strong to expert level understanding of financial account administration, client service processes, and operational workflows
• Experience with Salesforce, Orion, Emoney, Microsoft Office tools, Schwab Advisor Center, and Fidelity Wealthscape platforms
• Strong attention to detail, organization, and follow-through
• Friendly, outgoing, and a positive attitude with the ability to work with all levels of staff and management
• Excellent verbal and written communication skills with exceptional professionalism in client and advisor interactions
• Ability to prioritize effectively, meet deadlines, and remain flexible under pressure
• Collaborative team player with a client-first mindset and strong problem-solving skills

Nice To Haves

• Bachelor’s degree preferred, or equivalent relevant experience
• Experience implementing AI strategy or an interest in utilizing AI to implement operational efficiencies

Responsibilities

• Manage prospect and new client onboarding, ensuring all paperwork, account setup, and related documentation are accurate and complete
• Follow up on fund transfers and incoming assets from surrendering firms or custodians
• Maintain Salesforce CRM records, electronic client files, and related tracking tools
• Work with clients on account maintenance activities, such as beneficiary updates, and standing instructions
• Serve as the point of contact for clients, helping clarify requests and coordinating next steps with advisors
• Prepare and process client transactions such as deposits, withdrawals, transfers, and RMDs
• Assist with client communications and ongoing service needs
• Coordinate with external partners, including custodians, tax professionals, and vendors when needed
• Generate, submit, archive, retrieve, and track documents in accordance with firm processes
• Manage document workflows, including imaging, logging, filing, mail support, and records maintenance
• Direct and support team operations and advisory team through process improvements, project work, and administrative coordination
• Lead phone interactions, mail handling, office and breakroom supply management, and other office operations as needed
• Manage data flow between systems and maintain accurate records across platforms
• Lead and teach process updates and operational changes to the team

Benefits

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree