Client Service Associate

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 Cleveland, OH (Mayfield Village) 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. We are also open to this position sitting in our Hartford, CT office. This is a hybrid position (typically in-office 4 days each week).

In the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 to $60,000.00, exclusive of bonuses and benefits. This role is also eligible for a discretionary performance-based bonus plan.

• 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 elevate inaccurate information and knowledge gaps, or issues related to digital tools

• Bachelor's degree or equivalent preferred, demonstrated through one or a combination of the following: work experience, training, military experience, or education
• 2+ 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
  
  Comprehensive Benefits Offerings

  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 disability, workers compensation - employer paid
  • 401k 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 and Employment Practices

  Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

  Equal Opportunity Employer, including disabled and veterans.

  This organization participates in E-Verify.

  We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status.

  Your personal information is handled in accordance with applicable data protection…