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

Our Irvine, CA office is looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This is an excellent opportunity for someone looking to grow a career within wealth management. This is an on-site position;

in-office Monday-Friday from 8am-5pm.

In the spirit of pay transparency, we are excited to share the pay range for this position is $31.25/hr to $33.65/hr, (approximately $65,000.00 to $70,000.00) exclusive of bonuses 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.

• Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model
• Facilitate new account set up at the custodial level; follow up on fund transfers
• Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
• Ensure accurate completion of prospect/new client paperwork and set up
• Maintain Salesforce database and client files (filing, copies, data input)
• Research and follow up on any issues with the custodians, vendors, and Wealth Enhancement operations department
• Learn company product suitability guidelines, financial operational processes, and financial sales processes
• Support client service functions for all teams as requested
• 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 escalation inaccurate information and knowledge gaps, or issues related to digital tools

• 4-year degree preferred
• 1+ years of financial administration experience preferred
• 2+ years of customer service/administrative experience preferred
• 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
• Proficient at using AI and digital tools

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…