{"id":1750497,"url":"https://alion.io/job/wealth-enhancement-group-client-service-associate-3","title":"Client Service Associate","company":{"id":708259,"name":"Wealth Enhancement Group","domain":"wealthenhancement.com","url":"https://alion.io/company/wealth-enhancement-group","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":11,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":31,"computed_at":"2026-10-22T06:10:10Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["McKinney, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":24,"max":25,"currency":"USD","period":"hour","gross":null,"usd_annual":50000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"QuickBooks","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-10-02T00:00:00Z","employer_posted_date":"2026-10-02","last_verified_at":"2026-10-22T17:43:53Z","board_verified":true,"closed_at":null,"days_open":20,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":20},"description":"About Wealth Enhancement\nWealth 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 90,000 households from our over 175 offices - and growing - nationwide.\nSince 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.\nOur McKinney, TXoffice has an exciting opportunity for a Client Service Associate! This role is a primary point of contact for clients and serves as the welcoming face of the office, delivering an exceptional and professional experience. The Client Service Associate supports financial advisors with high-level administrative and operational tasks, coordinates client meetings, manages account and service requests, and ensures smooth office operations.\nThis role is an On-site position.\nIn the spirit of pay transparency, we are excited to share the hourly pay rate for this position is $24.00 to $25.00/hr (roughly $50,000.00 to $52,000.00 annually), exclusive of bonuses 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.\nPrimary Job Functions\nReception and Office Support\nGreet clients and ensure the office is clean and welcoming\nSchedule meetings with product vendors and sponsors\nManage and distribute mail, and coordinate overnight mail deliveries\nManage QuickBooks, create P&Ls, and balance the books\nOrder office marketing materials and printer supplies; coordinate printer maintenance with vendors and Technology\nNew Client Onboarding\nEnsure accurate completion of prospect and new client paperwork and setup\nFollow up on funds transfers from surrendering companies\nMaintain the CRM database and client files, including filing, copying, and data input\nResearch and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors\nRecord incoming assets to the appropriate tracking tools\nClient Relationship Management\nEngage in dialogue with clients to understand their personal history and financial needs\nPrepare account transactions, including trades, deposits, withdrawals, and required minimum distributions\nCommunicate with clients to assess requests, determine necessary actions, escalate to advisors, or handle issue resolution, including death claim processing\nLiaise with clients' tax or legal counsel as needed\nClient Review Preparation and Follow-Up\nGather client data and prepare materials for meetings and reviews\nConduct tax research (e.g., 1099 forms)\nComplete review follow-up tasks as required\nIndustry, Product, and Company Knowledge\nDemonstrate knowledge of, and execute within, WEG’s Suitability Guidelines, operational processes, and sales model\nUnderstand financial terminology and product offerings\nExhibit working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, and charitable giving practices\nAttend client services and company educational events\nParticipate in vendor presentations as appropriate\nTeam and Corporate Support\nSupport advisor team operations to improve processes\nComplete operational projects that enhance or change team procedures\nCommunicate process and sales updates to the team\nMentor and train Client Service Associates\nManage vendors to agreed Service Level Agreements\nAll other duties as assigned.\nEducation/Qualifications\nCustomer service training, knowledge, or experience\nProficient in QuickBooks, creating P&Ls, and balancing the books\nAbility and willingness to learn financial concepts and products\nCapability to prioritize work, meet deadlines, and remain flexible under pressure\nStrong team orientation and interpersonal skills\nAbility to learn WEG’s sales model, processes, and procedures\nProficiency in understanding financial product features and riders, and the review process\nSuperior attention to detail and problem-solving skills\nExcellent verbal and written communication skills\nProficiency with Microsoft Office Suite or related software\nFamiliarity with Salesforce and Support Org functionality\nExperience with Workday preferred\nAI literacy, including the ability to use AI tools, evaluate AI-generated content, and adapt to evolving technologies\nWEG 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 this level is $42,500.00 to $63,750.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.\nComprehensive Benefits Offerings\nOur 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:\nTraining and professional development\n\nMedical, dental and vision coverage (Available to full-time employees and their families)\n\nHealth Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses\n\nLife and AD&D insurance - employer paid and voluntary options\n\nShort-term and long-term disability, workers compensation - employer paid\n\n401k with match and profit sharing\n\nWellness programs and resources\n\nVoluntary benefits, including pet insurance\n\n18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)\n\n12 paid holidays each year (10 pre-determined and 2 floating days)\n\nPaid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)\n\nReimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)\n\nShould you need reasonable accommodation when completing the application form or during the selectionprocess, contact the Human Resources Department at 763-417-1700\nInformation provided on this application will be kept confidential and only be shared with those involved in the selection process.\nEqual Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.\nClick the following link to view Federal and E-Verify posters: Link\nOSHA Requirements: 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.\nWealth 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.","description_format":"text","description_chars":7528,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Parental leave","Professional development","Wellness"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-03T08:34:15Z"}],"visa":[],"liveness":{"score":50,"band":"ok","label":"Likely open","p_open":1,"p_active":0.552,"p_room":0.9,"age_days":20,"expected_fill_days":31,"reasons":["conf:13","stale_co","wave","velocity","win:mid"],"computed_at":"2026-10-22T06:10:10Z"},"pay":{"stated_usd_annual":50000,"is_top_pay":false},"html_url":"https://alion.io/job/wealth-enhancement-group-client-service-associate-3","json_url":"https://alion.io/job/wealth-enhancement-group-client-service-associate-3.json","meta":{"generated_at":"2026-10-22T22:25:39Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7636,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-23T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":708259},"rest":"https://alion.io/mcp/rest/get_company?id=708259"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fwealth-enhancement-group-client-service-associate-3"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fwealth-enhancement-group-client-service-associate-3"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fwealth-enhancement-group-client-service-associate-3"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/wealth-enhancement-group-client-service-associate-3\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwealth-enhancement-group-client-service-associate-3"}]}