Client Service Associate

Wealth Enhancement Group

Client Service Associate for Wealth Enhancement managing high-net-worth client experiences and supporting Financial Advisors. Engaging clients, processing paperwork, and ensuring top-tier service in a hybrid work setting.

Posted 5/13/2026full-timeAtlanta • 🇺🇸 United StatesJuniorMid-Level💰 $50,000 - $65,000 per yearWebsite

About the role

Key responsibilities & impact

Accurately prepare and process all prospect and new client paperwork
Track and follow up on incoming fund transfers from external institutions
Research and resolve issues with internal departments and third‑party vendors
Engage with clients to understand their background, goals, and financial needs
Serve as a primary point of contact for client inquiries, coordinating next steps, and ensuring timely follow‑through
Prepare and process account transactions such as trades, deposits, withdrawals, and RMDs
Gather and organize client information and prepare materials for client meetings
Complete all post‑meeting tasks to ensure a seamless client experience
Coordinate with clients’ tax or legal professionals, including review of 1099s as needed
Review and troubleshoot quarterly statements when required
Assist the Advisor Team with operational improvements and process enhancements
Support firmwide operational projects and initiatives
Communicate process updates, sales information, and operational changes to the team
Manage vendor relationships in alignment with Service Level Agreements
Provide backup support for the Front Desk, including answering phones, greeting clients, managing mail, and maintaining organized common areas

Requirements

What you’ll need

Bachelor’s degree in Finance, Financial Planning, Economics, or a related field (or equivalent professional experience)
1–2 years of experience in financial administration or client service preferred
Interest in pursuing professional credentials such as the CFP® or Series 65
Strong interpersonal skills with the ability to build effective team and client relationships
Professional communication skills and a confident, client‑facing presence
Highly motivated self‑starter with a results‑driven mindset
Strong organizational abilities with a solution‑oriented approach, attention to detail, and comfort working under deadlines
Proficiency in Microsoft Office applications
Experience with Salesforce, Orion, or eMoney is a plus
Familiarity with Fidelity or Schwab custodial platforms is beneficial

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 administrationclient serviceaccount transactionstradesdepositswithdrawalsRMDsissue resolutionoperational improvementsprocess enhancements

Soft Skills

interpersonal skillsprofessional communicationclient-facing presenceself-starterresults-driven mindsetorganizational abilitiessolution-oriented approachattention to detailability to work under deadlinesrelationship building

Certifications

Bachelor’s degreeCFP®Series 65