Client Service Associate

Client Service Associate – Wealth Enhancement

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of over 80,000 households nationwide. Our client‑centric culture emphasizes personalized financial planning and investment management through our collaborative Roundtable and Uni Fi processes.

We are seeking a motivated Client Service Associate to join our Arden Hills, MN team. This role supports Advisors on all aspects of the client experience, combining phone, email, and back‑office support in a fast‑growing, in‑person environment.

• Respond to client questions by phone and email, researching and resolving issues in collaboration with internal departments and custodial partners.
• Prepare and process internal documents for client signature, including applications and transfer forms.
• Provide back‑office advisor support: prepare meeting materials, handle post‑meeting action items, and archive client maintenance forms.
• Process financial transactions: deposit client checks, handle money movements, and submit trade instructions.
• Perform general administrative duties: mailings, document scanning, and other support tasks.

• 1–3 years of customer service or administrative experience.
• Bachelor’s degree preferred.
• Excellent communication skills; heavy phone usage required.
• Strong process management skills, attention to detail, and problem‑solving ability.
• Proficient with Microsoft Excel.
• Previous experience in banking or financial services a plus.
• Desire to obtain FINRA licensing (Series 7/Series 66).

• Health, dental, and vision coverage; HSA with employer contribution.
• Life and AD&D insurance; short‑term and long‑term disability; workers’ compensation.
• 401(k) with match and profit sharing.
• Wellness programs and resources.
• Paid time off: 18 days PTO, 12 paid holidays.
• Paid parental and caregiver leave.
• Tuition, licensing, and credential reimbursement after meeting service requirements.

Base salary range: $50,000.00 – $60,000.00, exclusive of bonuses and benefits. Compensation expectations are encouraged in applications.

Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify.

To apply, submit your resume and compensation expectations. Reasonable accommodations are available throughout the selection process.