Senior Client Service Associate

Wealth Enhancement Group

. Answer phone calls and respond to client messages .

Posted 9/16/2026full-timeRemote • California • United StatesSenior💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, operational processes, and effective communication. Proficient in Salesforce and financial transaction processing, with a strong focus on detail and problem-solving in a fast-paced environment.

Highest-signal resume keywords

Client Relationship ManagementSalesforce ExperienceFinancial Transaction ProcessingExcellent Communication SkillsOperational Process Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Data ManagementFinancial Needs AssessmentTax ResearchDocument PreparationWorkflow Prioritization

Soft Skills

Attention to DetailProblem-SolvingFlexibility Under PressureEffective CommunicationTeam Collaboration

Tools & Technologies

SalesforceSchwabFidelityMicrosoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPoint

Industry Keywords

Client-Facing ExperienceOperational ProcessesSuitability GuidelinesBroker/DealerRMD Processing

About the role

Key responsibilities & impact

Answer phone calls and respond to client messages
Send routine follow-ups and status updates
Prepare and send meeting reminders
Manage inbound client requests, including beneficiary updates, address changes, and RMD questions
Order office supplies and coordinate office maintenance
Ensure accurate completion of prospect or new client paperwork and setup
Follow up on funds transfers from surrendering companies
Maintain Salesforce database and client files
Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors
Record incoming assets to the appropriate blotting tool
Build client relationships by understanding personal history and current financial needs
Prepare account transactions, trades, deposits, withdrawals, and RMDs
Communicate with clients to understand requests, determine required actions, route matters to advisors, or resolve issues, including death claim processing
Work with clients’ tax or legal counsel as needed
Gather client data and prepare materials for client meetings and reviews
Conduct tax research, including 1099s
Complete client review follow-up needs
Execute WEG’s Suitability Guidelines, operational processes, and sales model
Attend client services, company educational, and vendor presentation events as applicable
Assist Advisor Team Operations with process, system, and operational improvements
Complete operational projects supporting enhancements and changes
Participate in company-offered sessions
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education preferred
3-5+ years of industry experience required, including client-facing experience
Experience with Salesforce (or comparable CRM) required
Experience with Schwab and Fidelity required; experience with Pershing preferred
Good working knowledge of Word, Excel, Outlook, and PowerPoint required
Excellent oral and written communication skills; ability to communicate effectively and work with all levels of staff and clients
Ability to prioritize workflow and projects; good problem-solving skills and strong attention to detail
Ability to work in a deadline environment and to be flexible under pressure
Comfort with learning new AI applications and understanding their appropriate use cases and limitations; as AI technology evolves, continued learning and adaptation will be expected
Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

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)