Client Service Associate

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 80000 households from our over 140 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 .

Our Los Angeles CA office is seeking a Client Service Associate to act as the primary liaison between clients and Managing Director & Financial this role you will manage all aspects of the client experience including preparing financial paperwork and supporting account review processes. The ideal candidate is interested in pursuing a future career as a Financial Advisor. This is an on-site position.

In the spirit of pay transparency we are excited to share the base salary range for this position is $70000.00 to $80000.00 exclusive of benefits.

We select our initial compensation target using national compensation survey data. When we make an offer we then factor in things like tenure performance and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. Were big on open conversations so lets have one.

Primary Job Functions

• Support the Managing Director and clients by leading and implementing the client service model.

• Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers

• Responds to and resolve client requests; complete necessary financial paperwork to execute client recommendations change beneficiaries establish trusts etc.

• Ensures accurate completion of prospect / new client paperwork/set up

• Maintains (CRM) database and client files (Filing copies data input)

• Research and follow up on any issues with the Broker/Dealer WEG Operations and vendors

• Record incoming assets to the appropriate blotting tool

• Learn Company product suitability guidelines financial operational processes and financial sales processes

• Support client service functions for all teams as requested.

Education/Qualifications

• 4-year degree preferred

• 0-2 years of customer service /administrative experience within a wealth management/financial administration

• Willingness to obtain a CFP certification

• Strong interpersonal skills required to develop team and client relationships

• Professional presence and communication skills

• Strong attention to detail and process

• Good problem-solving skills ability to work with deadlines and prioritize work

• Proficient with Microsoft Office

• Salesforce experience a plus

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 the Career level is $42500.00 to $80000.00. However the base salary range bolded above is what we expect to pay as a starting range for this position.

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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

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.