{"id":3721181,"url":"https://alion.io/job/wealth-enhancement-group-client-service-associate-8","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":78,"open_postings":9,"ghost_share":0,"stale_share":0.889,"repost_share":0,"time_to_fill_p50_days":34,"computed_at":"2026-11-11T05:49:22Z"}},"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":["Atlanta, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":50000,"max":65000,"currency":"USD","period":"year","gross":null,"usd_annual":65000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-11-03T00:00:00Z","employer_posted_date":"2026-11-03","last_verified_at":"2026-11-11T15:19:06Z","board_verified":true,"closed_at":null,"days_open":8,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":8},"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 Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between clients and the advisory team, you will help manage every aspect of the client experience, from onboarding and account administration to meeting preparation and ongoing service needs.\nThis role is central to our team’s success. You will help shape our office culture by delivering exceptional service, maintaining strong relationships with clients and partners, and ensuring our advisors have the operational support they need. The ideal candidate brings foundational financial knowledge, professional communication skills, attention to detail, and the ability to manage multiple priorities with confidence. This position is an excellent fit for someone interested in growing into a future Financial Advisor role. 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.\nThis is a hybrid position, typically in-office Tuesday-Thursday each week.\nIn the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 to $65,000.00 depending on experience, plus discretionary 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.\nPrimary Job Functions\nNew Client Onboardingand Administration\nAccurately prepare and process all prospect and new client paperwork\nTrack and follow up on incoming fund transfers from external institutions\nResearch and resolve issues with internal departments and third-party vendors\nMaintain prospect and account information\nClient Relationship Management and Review Support\nEngage with clients to understand their background, goals, and financial needs\nServe as a primary point of contact for client inquiries, coordinating next steps, and ensuring timely follow-through\nPrepare and process account transactions such as trades, deposits, withdrawals, and RMDs\nMaintain accurate client data across Salesforce (CRM), custodial platforms, and portfolio accounting systems\nGather and organize client information and prepare materials for client meetings\nComplete all post-meeting tasks to ensure a seamless client experience\nCoordinate with clients’ tax or legal professionals, including review of 1099s as needed\nReview and troubleshoot quarterly statements when required\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\nTeam and Corporate Support\nAssist the Advisor Team with operational improvements and process enhancements\nSupport firmwide operational projects and initiatives\nCommunicate process updates, sales information, and operational changes to the team\nManage vendor relationships in alignment with Service Level Agreements\nContribute to ad hoc projects as assigned\nProvide backup support for the Front Desk, including answering phones, greeting clients, managing mail, and maintaining organized common areas\nIndustry and Company Knowledge\nDemonstrate understanding of Wealth Enhancement Group's Suitability Guidelines, operational processes, and sales model\nMaintain working knowledge of financial terminology, products, and industry standards\nParticipate in Client Services meetings and company educational events\nEducation & Qualifications\nBachelor’s degree in Finance, Financial Planning, Economics, or a related field preferred (or equivalent as demonstrated through one or a combination of the following: work experience, training, military experience, or education)\n1-2 years of experience in financial administration or client service preferred (candidates with more experience to be considered for a Sr CSA title)\nInterest in pursuing professional credentials such as the CFP or Series 65 welcome but not required\nStrong interpersonal skills with the ability to build effective team and client relationships\nProfessional communication skills and a confident, client-facing presence\nHighly motivated self-starter with a results-driven mindset\nStrong organizational abilities with a solution-oriented approach, attention to detail, and comfort working under deadlines\nProficiency in Microsoft Office applications\nExperience with Salesforce, Orion, or eMoney is a plus\nFamiliarity with Fidelity or Schwab custodial platforms is beneficial\nComfort with learning new AI applications and understanding their appropriate use cases and limitations; as AI technology evolves, continued learning and adaptation will be expected\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 at this level is $42,500.00 to $84,000.00. However, the base salary range bolded above ($50,000.00 to $65,000.00) 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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