Client Service Associate​/Client Service Manager

Position: Client Service Associate / Client Service Manager
## Client Service Associate / Client Service Manager Apply locations:
Malvern, PAtime type:
Full time posted on:
Posted 2 Days Agojob requisition :
R-102570
** 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   We have an exciting opportunity for a
** Client Service Associate / Client Service Manager**! In this critical role, you will drive a culture of exceptional service within our team, providing outstanding support to clients, external partners, and internal advisors. You will play a key part in building long-term relationships, delivering operational excellence, and supporting both individual and team growth in a dynamic and collaborative environment. This position offers the potential for career advancement and future management responsibilities.

This role is an
** On-site
** the spirit of pay transparency, we are excited to share the base salary range for this position is **$60,000 to $90,000**, 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.
** Primary Job Functions
** Reception and Office Support
* Greet clients and ensure the office environment is clean and welcoming
* Schedule meetings with product vendors and sponsors
* Manage and distribute incoming and outgoing mail, including overnight deliveries
* Order office marketing materials and coordinate printer supplies and maintenance with vendors and Technology New Client Onboarding
* Ensure accurate completion of prospect and new client paperwork and set up
* Follow up on funds transfers from surrendering companies
* Maintain CRM database and client files, including filing, copies, and data input
* Research and resolve any issues with Broker/Dealer, WEG Operations, or vendors
* Record incoming assets using the appropriate blotting tool Client Relationship Management
* Engage with clients to understand their personal history and current financial needs
* Prepare account transactions including trades, deposits, withdrawals, and required minimum distributions
* Communicate directly with clients to resolve requests or coordinate with advisors as appropriate, including handling death claim processing
* Liaise with clients’ tax or legal counsel as needed

Client Review Preparation and Follow Up
* Gather client data and prepare materials for client meetings and reviews
* Conduct tax research (e.g., 1099s)
* Complete client review follow-up actions

Industry, Product, and Company Knowledge
* Demonstrate knowledge and accurate execution of WEG’s Suitability Guidelines, operational processes, and sales model
* Possess a strong understanding of financial terminology and products, including annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
* Attend Client Service and company educational events and vendor presentations

Team and Corporate Support
* Mentor and train Client Service Associates as needed
* Assist Advisor Team Operations to streamline processes
* Complete operational projects to support enhancements and changes
* Communicate process and sales updates to the team
* Participate in WEG-offered sessions, such as Micro Monday, ATO Answers, Client Service Community, and Round Table LIVE
* Manage vendors to established Service Level Agreements
* All other duties as assigned.
** Education/Qualifications
*** Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field
* Minimum of…