{"id":3487511,"url":"https://alion.io/job/wealth-enhancement-group-client-service-associate-5","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":9,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":34,"computed_at":"2026-10-30T05:48:23Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Mayfield Village, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":50000,"max":60000,"currency":"USD","period":"year","gross":null,"usd_annual":60000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-10-29T22:11:01Z","employer_posted_date":"2026-10-29","last_verified_at":"2026-10-30T21:29:22Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"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 Cleveland, OH (Mayfield Village) office is looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. We are also open to this position sitting in our Hartford, CT office.\nThis is a hybrid position (typically in-office 4 days each week). In the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 to $60,000.00, exclusive of bonuses and benefits. This role is also eligible for a discretionary performance-based bonus plan.\nWe 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. Candidates with more or less experience are also welcome to apply - title and compensation to be commensurate with experience.\nPrimary Job Functions\nSupport Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model\nFacilitate new account set up at the custodial level; follow up on fund transfers\nRespond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.\nEnsure accurate completion of prospect/new client paperwork and set up\nMaintain Salesforce database and client files (filing, copies, data input)\nResearch and follow up on any issues with the custodians, vendors, and Wealth Enhancement operations department\nLearn company product suitability guidelines, financial operational processes, and financial sales processes\nSupport client service functions for all teams as requested\nImprove Service Quality by Using AI and Digital Tools\nUse approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment\nIdentify and escalate inaccurate information and knowledge gaps, or issues related to digital tools\nEducation/Qualifications\nBachelor’s degree or equivalent preferred, demonstrated through one or a combination of the following: work experience, training, military experience, or education\n2+ years of financial administration experience preferred\n2+ years of customer service/administrative experience preferred\nStrong interpersonal skills required to develop team and client relationships\nProfessional presence and communication skills\nStrong attention to detail and process\nGood problem-solving skills, ability to work with deadlines and prioritize work\nProficient with Microsoft Office required\nSalesforce experience a plus\nSchwab and Fidelity experience is a plus\nProficient at using AI and digital tools\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 the Associate level is $42,500.00 to $63,750.00. However, the base salary range bolded above ($50,000.00 to $60,000.00) 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. 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