Sr Client Service Associate (Onsite)

Sr Client Service Associate (Onsite) Wealth Enhancement Group - 3.6 Summit, NJ Job Details Full-time $65,000 - $84,000 a year 16 hours ago Benefits Profit sharing Paid parental leave Health savings account Caregiver leave AD&D insurance Paid holidays Disability insurance Health insurance Dental insurance Flexible spending account Paid time off Parental leave Vision insurance 401(k) matching Pet insurance Qualifications Computer operation Economics Customer relationship building Maintaining an organized workspace Trading Financial transaction processing Inventory management Bachelor's degree in finance Bachelor's degree in business Bank transfers Filing Bachelor's degree in economics Research Mid-level 3 years Finance Administrative experience Tax research Salesforce Cloud Shipping & receiving Bachelor's degree Managing clients in a finance role Custodial experience Annuities Financial services CRM system proficiency Deposits Productivity software Office management Appointment scheduling Alternative investment Withdrawals Business Communication skills Workday Full Job Description About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Our Summit, NJ office , located in a vibrant and close-knit community known for its charm, accessibility, and quality of life, is excited to welcome a Sr Client Service Associate to our team. This role is a key part of our High Net Worth practice, serving as the primary liaison between clients and the Financial Advisor while helping deliver exceptional, personalized client experience. As a Sr Client Service Associate, you will be involved in all aspects of the client relationship, from managing financial paperwork to preparing for account reviews, ensuring clients feel supported, informed, and valued at every stage. If you are ambitious, client focused, and eager to build a long-term career in wealth management, this is a fantastic opportunity to grow with a collaborative team in a location that truly feels like home. This is an onsite, Monday through Friday position based in our office. While structured as a full-time role, part-time arrangements may be considered for a highly qualified candidate. In the spirit of transparency, the base salary range for this role is $65,000.00 to $75,000.00 , plus annual bonus eligibility and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. Primary Job Functions New Client Onboarding and Office Administration Ensure accurate completion and setup of prospect and new client paperwork Follow up on incoming funds and transfers from surrendering companies Maintain and update client and prospect information within the CRM (Salesforce) Record incoming assets using the appropriate blotter or tracking tool Manage daily mail operations including receiving, sorting, distributing, and sending mail and courier shipments Oversee ordering, receipt, and inventory of office and general supply needs Maintain organization and cleanliness of common areas including kitchenette and beverage supplies Client Relationship Management and Review Support Engage with clients to understand their personal background and current financial needs Serve as a primary point of contact for client requests, determining next steps and coordinating execution Prepare and process account transactions, including trades, deposits, withdrawals, and RMDs Assist with scheduling client meetings, appointments, and internal events Gather and organize client data and prepare materials for client meetings and reviews Conduct tax related research, including review of 1099s Coordinate as needed with clients' tax or legal counsel on specific concerns Complete all post meeting and ongoing client follow up to ensure exceptional service Industry/Company Knowledge Demonstrates knowledge and can accurately execute against WEG's Suitability Guidelines, operational processes, and sales model Understands financial terminology and products Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices Attends Client Services and company educational events Team and Corporate Support Assists Advisor Team Operations to streamline processes Completes operational projects to support enhancements and changes Communication process and sales updates to team Support ad hoc projects and operational initiatives assigned Education/Qualifications Bachelor's Degree (or equivalent experience) in business; finance, economics or related 3 years' Financial Services experience FINRA Security Licenses or ability to obtain is a plus. Experience with Charles Schwab, Fidelity and Pershing custodial platforms; also, a plus. Superior verbal and written communication skills. Proficient with Microsoft Office Suite or related software. Familiarity with Salesforce and Support Org functionality Experience with Workday preferred WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Career level is $51,450.00 to $84,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. #LI- NR1 #LI- Onsite Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities: 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) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters:

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This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.