Relationship Support Associate

Relationship Support 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.

We have an exciting opportunity for a Relationship Support Associate!

The Relationship Support Associate plays a key role in supporting Relationship Managers at FocusPoint Solutions in assisting independent Registered Investment Advisors (RIAs) who leverage FocusPoint Solutions for operational, compliance, technology, and practice management services. This position is responsible for the administrative functions needed for FocusPoint to deliver a high-touch service experience, build strong advisor relationships, and serve as a trusted resource across account servicing, operational support, and platform utilization.

The individual must demonstrate exceptional attention to detail, strong communication skills, efficient execution, and the ability to manage multiple priorities.

This role is an On-site position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $60,000.00 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.

Account Administration & Custodial Operations

• Responsible for account servicing, custodial processing, and operational accuracy.
• Process custodial paperwork accurately and timely.
• Verify advisor-submitted paperwork has been accurately processed by custodians.
• Set up new accounts and maintain existing account information in portfolio management systems.
• Assist with account maintenance and operational requests.
• Support trading-related activities.
• Ensure service requests are completed according to established procedures.
• Research and resolve account or custodial issues.
• Escalate concerns when necessary

Advisor & Client Service Manager Support

• Focused on delivering service and support to advisors and internal relationship management teams.
• Respond to advisor service requests in a timely manner.
• Work with custodians to resolve advisor and Relationship Manager issues.
• Serve as a resource for operational questions and support needs.
• Obtain and prepare reports for Relationship Managers to share with advisors.
• Provide administrative and operational support to advisor-facing teams.

Billing & Financial Administration

• Responsible for supporting billing processes and maintaining financial accuracy.
• Assist Relationship Managers with billing activities.
• Support ongoing billing maintenance.

Reporting & Data Management Support

• Focused on accuracy, reporting, and system maintenance.
• Maintain account records within portfolio management systems.
• Ensure accuracy of client and account information being processed.
• Support operational tracking and documentation needs.

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
• 1–3 years of experience in client service, relationship management, operations, or financial services.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite and CRM systems.
• Commitment to delivering exceptional client and advisor service.
• AI Literacy:
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