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Hybrid Senior Client Service Associate, Wealth Management

Job in Sandy Springs, Fulton County, Georgia, USA
Listing for: Wealth Enhancement
Full Time position
Listed on 2026-09-28
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 75000 - 85000 USD Yearly USD 75000.00 85000.00 YEAR
Job Description & How to Apply Below

Wealth Enhancement in Los Angeles, CA, is seeking a Sr Client Service Associate to partner with clients and advisors, providing expert support across client service and operations. This hybrid role offers exposure to a high-growth advisory team.

Responsibilities include onboarding, relationship management, and coordinating client transactions, with a base salary of $75,000 to $85,000, plus bonuses and benefits. The role emphasizes collaboration, accuracy, and proactive client service.

This opening is for the Hybrid Senior Client Service Associate, Wealth Management role at Wealth Enhancement.

Full responsibilities and requirements are described in the listing above.

Learn more about the Hybrid Senior Client Service Associate, Wealth Management role in the description above.

We appreciate your interest in this position.

Join Wealth Enhancement and contribute to our ongoing work.

Position Requirements
10+ Years work experience
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