Client Service Associate​/Client Service Manager

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 80,000 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.

Client Service Associate / Client Service Manager – On-site position at our Malvern, PA office. Base salary range: $60,000 to $90,000. Total compensation aligns to performance metrics and company goals.

• Reception and Office Support
  • Greet clients and ensure the office maintains a clean and professional environment.
  • Schedule meetings with prospects and clients.
  • Manage and distribute mail, including coordinating overnight deliveries.
  • Order office marketing materials and printer supplies.
• New Client Onboarding
  • Ensure completion and accuracy of prospect and new client paperwork and account setup.
  • Follow up on funds transfers and maintain CRM databases and client files within Salesforce.
  • Handle filing, copying, and data input; record incoming assets to the appropriate blotting tool.
  • Research and resolve issues in coordination with custodians (currently Schwab and Fidelity), WEG Operations, and vendors.
• Client Relationship Management
  • Communicate with clients to understand personal history and current financial needs.
  • Prepare account transactions, including trades, deposits, withdrawals, and required minimum distributions.
  • Resolve client requests and elevate to advisors as appropriate, including processing death claims.
  • Liaise with clients’ tax or legal counsel on relevant matters.
• Client Review Preparation and Follow Up
  • Gather client data and prepare materials for meetings and reviews.
  • Conduct tax-related research as needed.
  • Complete all follow-up items related to client reviews.
• Industry, Product, and Company Knowledge
  • Demonstrate knowledge of and accurately execute WEG’s Suitability Guidelines, operational processes, and sales model.
  • Familiarity with financial products including annuities, mutual funds, separately managed accounts, fixed income, stocks, options, and charitable giving is preferred but not required.
  • Attend internal and external educational events and vendor presentations.
• Team and Corporate Support
  • Support Advisor Team Operations with process improvements.
  • Complete operational projects and communicate process updates to team members.
  • Mentor and train Client Service Associates.
  • Participate in company sessions and communities.
  • Manage vendors to established service level agreements.

• Bachelor’s degree (or equivalent experience) in business, finance, economics, or a related field.
• Customer service training, knowledge, or experience.
• Progressive industry experience appropriate to the role; leadership and tenure at WEG preferred for manager-level candidates.
• Ability and interest in learning financial concepts, products, features, and riders.
• Willingness to learn and apply WEG’s sales model, processes, and procedures.
• Strong attention to detail with accurate data entry in Salesforce.
• Ability to meet deadlines, remain flexible under pressure, and prioritize work effectively.
• Strong problem-solving skills and collaborative mindset.
• Superior verbal and written communication skills.
• Ability to build and maintain effective relationships with internal and external clients.
• Ability to train and mentor others as needed.
• Proficiency with Microsoft Office Suite and Salesforce.
• Familiarity with Support Org functionality preferred.
• Experience with Workday preferred.
• Licensing requirements are dependent on office structure and role scope.

• 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.
• 401(k) 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).

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.