Sr. Client Service Associate

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm dedicated to providing personalized financial planning and investment management services across the United States.

Senior Client Service Associate in the High Net Worth team in Raleigh, NC. The role serves as a trusted liaison between clients and Financial Advisors, delivering a high‑touch relationship‑driven client experience.

• Onboard new clients, ensuring accurate completion of prospect and new client paperwork, system setup, and follow‑up on fund transfers.
• Maintain client records in Salesforce and perform blotting.
• Engage clients to understand their personal history and financial needs; prepare account transactions, including trades, deposits, withdrawals, RMDs.
• Communicate client requests, resolve issues with advisors, tax or legal counsel, and handle death claims.
• Conduct client review preparation: gather data, prepare meeting materials, manage follow‑up actions.
• Research and resolve issues with broker/dealer, vendors, and operations.
• Apply Wealth Enhancement’s Suitability Guidelines, operational processes, and sales model.
• Assist advisor team operations, support process enhancements, and execute operational projects.
• Participate in company educational events and client service initiatives.
• Other duties as assigned.

• Bachelor’s degree in business, finance, economics, or related field (or equivalent experience).
• Minimum 2‑3 years of financial services or related industry experience.
• Proficiency with Microsoft Office Suite and Salesforce (preferred).
• Experience with Workday preferred.
• Excellent verbal and written communication skills; strong attention to detail.
• Problem‑solving ability and client‑focused mindset.

• Competitive base salary $60,000–$80,000 (plus bonuses).
• Comprehensive medical, dental, vision, HSA, FSA.
• Life and AD&D insurance; short‑term and long‑term disability; workers’ comp.
• 401(k) with match and profit sharing.
• Wellness programs, pet insurance, voluntary benefits.
• Paid time off: 18 days PTO, 25 days after 4 years; 12 holidays.
• Paid parental and caregiver leave where eligible.
• Tuition reimbursement for licensing and credentials.

WEG is an Equal Opportunity Employer. We prohibit discrimination and encourage applicants regardless of race, color, religion, sex, national origin, age, disability, veteran status, etc. The organization participates in E‑Verify.

Raleigh, NC – primarily office‑based with potential hybrid schedule after onboarding.