Senior Client Service Associate

Senior Client Service Associate (Hybrid Role)

Join to apply for the Senior Client Service Associate (Hybrid Role) role at Wealth Enhancement
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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 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 Boston, Massachusetts office is looking for a Sr. Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). This is a hybrid position, working partially from home and partially on‑site at our office location in Boston.

In the spirit of pay transparency, the base salary range for this position is $70,000.00 to $80,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do.

• New Client Onboarding
  • Ensures accurate completion of prospect/new client paperwork and set‑up
  • Follows up on funds transfer from surrendering company
  • Maintains CRM database and client files
  • Researches and follows up on any issues with the Broker/Dealer, WEG Operations, and vendors
  • Records incoming assets to the appropriate blotting tool
• Client Relationship Management
  • Dialog with client to understand their personal history and current financial needs and communicates to the advisor or handles issue resolution
  • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
  • Completes any review follow‑up needs for client
  • May work with client’s tax or legal counsel on client concerns
  • Conducts tax research (1099s)
• Team and Corporate Support
  • Assists Advisor Team Operations to streamline processes
  • Completes operational projects to support enhancements and changes
  • Communicates process and sales updates to team
  • Manages vendors to Service Level Agreements
• Industry/Company Knowledge
  • Demonstrates knowledge and can accurately execute against WEG’s suitability guidelines, operational processes, and sales model
  • Understands financial terminology and products
  • Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
  • Attends Client Services and company educational events

• 4‑year college degree preferred
• 2-3 years of financial industry experience
• Customer service training, knowledge or experience
• Solid oral and written communication skills
• Strong attention to detail
• Good problem‑solving skills
• Proficient with Microsoft Office and interest to learn financial concepts and products
• Ability to work with deadlines, be flexible under pressure and prioritize work
• Ability to work as a team member
• Ability to learn financial product features and riders
• Ability to learn the review process and how the review is completed
• Salesforce experience a plus
• Wealthscape experience a plus

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost‑of‑living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Associate level is $51,450.00 to $84,000.00.

• 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
• 40…