Client Service Associate

Wealth Enhancement Group

Client Service Associate liaising between clients and Financial Advisors at Wealth Enhancement. Handling client onboarding, financial paperwork, and relationship management.

Posted 4/30/2026full-timeGreen Bay • Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $50,000 - $60,000 per yearWebsite

About the role

Key responsibilities & impact

Ensures accurate completion of prospect / new client paperwork/set up
Follow up on funds transfer from surrendering company
Maintains (CRM) database and client files
Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
Record incoming assets to the appropriate blotting tool
Dialogues 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)
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
Demonstrates knowledge and can accurately execute against WEG’s Suitability Guidelines, operational processes, and sales model
Understands financial terminology and products
Attends Client Services and company educational events

Requirements

What you’ll need

4-year college degree preferred
2+ years' experience within financial services, specifically wealth management firms is required
Superior verbal and written communication skills required
Proficient with Microsoft Office Suite or related software required
Familiarity with Salesforce preferred
Ability and interest to learn financial concepts and products
Ability to work as a team member with deadlines, be flexible under pressure and prioritize work

Benefits

Comp & perks

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)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial terminologyaccount transactionstradesdepositswithdrawalsRMDstax researchclient paperworkissue resolutionprocess enhancements

Soft Skills

verbal communicationwritten communicationteamworkflexibilityprioritizationproblem-solvingclient interactionattention to detailadaptabilitytime management