{"id":3639008,"url":"https://alion.io/job/wealth-enhancement-group-client-service-associate-7","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":"2026-11-05T05:54:30Z"}},"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":["Lancaster, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-11-02T21:16:06Z","employer_posted_date":"2026-11-02","last_verified_at":"2026-11-05T21:00:19Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"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.\nWe have an exciting opportunity for a Client Service Associate! The Client Service Associate serves as a primary point of contact for clients and is the welcoming face of the office, creating a professional and exceptional client experience with every interaction. This role provides high-level administrative and operational support to financial advisors and clients, coordinates client meetings and communications, manages account and service requests. The Client Service Associate builds strong relationships with clients while maintaining confidentiality, accuracy, responsiveness, and attention to detail across all client service and administrative activities.\nThis role is an On-site position.\nIn the spirit of pay transparency, we are excited to share the pay range for this position is $21.00 to $25.00, 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 / Office Support\nGreet clients; ensure office is clean and welcoming.\nSchedule meetings with product vendors/sponsors.\nManage and distribute mail; coordinate overnight mail deliveries.\nHandle housekeeping items - stock client and staff refreshments/snacks, water plants\nReceive store/office supply deliveries and put away.\nCoordinate printer maintenance with vendor and Technology.\nNew Client Onboarding\nEnsures accurate completion of prospect / new client paperwork/set up.\nFollow up on funds transfer from surrendering company.\nMaintains (CRM) database and client files (Filing, copies, data input).\nResearch and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors.\nClient Relationship Management\nDialogues with clients to understand their personal history and build relationships.\nPrepares account transactions, deposits, withdrawals, RMDs, etc., upon advisor direction.\nCommunicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing.\nClient Review Prep and Follow Up\nGather client data and prepare the materials for client meetings and reviews.\nConducts Tax Research (1099s).\nCompletes any review follow up needs for client.\nIndustry / Product / Company Knowledge\nDemonstrates knowledge and can accurately execute against WEG’s Suitability Guidelines and operational processes.\nUnderstands financial and industry terminology and products.\nWorking proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, alternative investments.\nAttends Client Services and company educational events.\nMay attend vendor presentations.\nTeam and Corporate Support\nAssists Advisor Team Operations to streamline processes.\nCompletes operational projects to support enhancements and changes.\nEducation/Qualifications\nBachelor's degree (or equivalent experience) in a relevant field\nCustomer service training, knowledge, or experience\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 to $63,750. However, the pay 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. 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