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 Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 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  Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between clients and the advisory team, you will help manage every aspect of the client experience, from onboarding and account administration to meeting preparation and ongoing service needs.

This role is central to our team’s success. You will help shape our office culture by delivering exceptional service, maintaining strong relationships with clients and partners, and ensuring our advisors have the operational support they need. The ideal candidate brings foundational financial knowledge, professional communication skills, attention to detail, and the ability to manage multiple priorities with confidence. This position is an excellent fit for someone interested in growing into a future Financial Advisor role.

If you are ambitious, client focused, and eager to build a long-term career in wealth management, this is a fantastic opportunity to grow with a collaborative team.

This is a hybrid position, typically in-office Tuesday-Thursday each  the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 to $65,000.00 depending on experience, plus discretionary annual bonus eligibility, and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions New Client Onboarding and Administration Accurately prepare and process all prospect and new client paperwork

Track and follow up on incoming fund transfers from external institutions

Research and resolve issues with internal departments and third‑party vendors

Maintain prospect and account information

Client Relationship Management and Review Support Engage with clients to understand their background, goals, and financial needs

Serve as a primary point of contact for client inquiries, coordinating next steps, and ensuring timely follow‑through

Prepare and process account transactions such as trades, deposits, withdrawals, and RMDsMaintain accurate client data across Salesforce (CRM), custodial platforms, and portfolio accounting systems

Gather and organize client information and prepare materials for client meetings

Complete all post‑meeting tasks to ensure a seamless client experience

Coordinate with clients’ tax or legal professionals, including review of 1099s as needed

Review and troubleshoot quarterly statements when required

Improve Service Quality by Using AI and Digital Tools Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment

Identify and escalate inaccurate information and knowledge gaps, or issues related to digital tools

Team and Corporate Support Assist the Advisor Team with operational improvements and process enhancements

Support firmwide operational projects and initiatives

Communicate process…