{"id":990491,"url":"https://alion.io/job/wealth-enhancement-group-client-service-associate-part-time","title":"Client Service Associate (part-time)","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":"2026-10-31T05:58:55Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"part_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Northbrook, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":24,"max":28,"currency":"USD","period":"hour","gross":null,"usd_annual":56000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-09-10T00:00:00Z","employer_posted_date":"2026-09-10","last_verified_at":"2026-10-31T15:46:15Z","board_verified":true,"closed_at":null,"days_open":52,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":52},"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 Northbrook, IL office has an exciting opportunity for a Client Service Associate! As the primary point of contact for clients, this role is instrumental in fostering a welcoming office environment and delivering an exceptional client experience. The Client Service Associate provides comprehensive administrative and operational support to financial advisors, coordinates meetings and communications, manages account and service requests, and ensures seamless day-to-day office operations.\nThis is a part-time opportunity with the option for a flexible work schedule.\nThe hourly pay range for this role is$24.00 to $28.00/hour, depending on experience. We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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\n\nSchedule meetings with product vendors and sponsors\n\nManage and distribute mail and coordinate overnight deliveries\n\nOrder office marketing materials and printer supplies; coordinate printer maintenance with vendors and Technology\n\nNew Client Onboarding\nEnsure accurate completion of prospect and new client paperwork and setup\n\nFollow up on funds transfers from surrendering companies\n\nMaintain the CRM database and client files, including filing, copies, and data input\n\nResearch and follow up on issues with the Broker/Dealer, WEG Operations, and vendors\n\nRecord incoming assets to the appropriate tracking tool\n\nClient Relationship Management\n\nEngage with clients to understand their personal history and current financial needs\n\nPrepare account transactions, trades, deposits, withdrawals, and required minimum distributions (RMDs)\n\nCommunicate to understand client requests, resolve issues directly or escalate to advisors as appropriate, including death claim processing\n\nCollaborate with clients' tax or legal counsel as needed\n\nClient Review Preparation and Follow-up\nGather client data and prepare materials for meetings and reviews\n\nConduct tax research, such as for IRS Forms 1099\n\nComplete follow-up actions resulting from client reviews\n\nIndustry, Product, and Company Knowledge\n\nDemonstrate knowledge of and adherence to WEG's Suitability Guidelines, operational processes, and sales model\n\nUnderstand financial terminology and product offerings\n\nMaintain working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices\n\nAttend client services and company educational events; may attend vendor presentations\n\nTeam and Corporate Support\nAssist advisor team operations to streamline processes\n\nComplete operational projects to support enhancements and changes\n\nCommunicate process and sales updates to the team\n\nMentor and train Client Service Associates\n\nManage vendors to Service Level Agreements\n\nAll other duties as assigned.\n\nEducation/Qualifications\nBachelor's degree (or equivalent experience) in a relevant discipline\n\nCustomer service training, knowledge, or experience\n\nInterest in learning financial concepts and products\n\nAbility to work with deadlines, remain flexible under pressure, and prioritize work\n\nAbility to work collaboratively as a team member\n\nAbility to learn WEG's sales mode, processes, and procedures\n\nAbility to learn financial product features and riders\n\nAbility to learn the client review process and its completion\n\nStrong attention to detail and effective problem-solving skills\n\nSuperior verbal and written communication skills\n\nProficiency with Microsoft Office Suite or related software\n\nDemonstrated ability to effectively use AI tools and technologies in daily work, including crafting prompts, evaluating AI-generated content, and integrating AI tools to enhance productivity while maintaining quality standards\n\nComfort with learning new AI applications and adapting to evolving AI tools and methodologies\n\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 - $63,750. However, the base salary range bolded above ($24 to $28 per hour) 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. As a part-time employee, you may be eligible to participate in the following benefits & development opportunities:\nTraining and professional development\n\n401k with match and profit sharing\n\nPet insurance\n\nWellness programs and resources, worker’s compensation\n\n18 days of paid time off (PTO), accrued annually - pro-rated for part-time employees\n\n12 paid holidays each year (10 pre-determined and 2 floating days) - pro-rated for part-time employees\n\nPaid parental leave and paid caregiver leave - pro-rated for part-time employees (Caregiver leave available after 6 months of tenure )\n\nReimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)\n\nPart-Time employees working 30 or more hours per week may also be eligible to participate in the following benefits:\nMedical, dental and vision coverage (Available to 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 - employer paid\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":8009,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Flexible schedule","Parental leave","Professional development","Wellness"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-17T02:19:20Z"}],"visa":[],"liveness":{"score":24,"band":"cold","label":"Long shot","p_open":1,"p_active":0.533,"p_room":0.45,"age_days":51,"expected_fill_days":34,"reasons":["conf:3","win:tail"],"computed_at":"2026-10-31T05:58:55Z"},"pay":{"stated_usd_annual":56000,"is_top_pay":false},"html_url":"https://alion.io/job/wealth-enhancement-group-client-service-associate-part-time","json_url":"https://alion.io/job/wealth-enhancement-group-client-service-associate-part-time.json","meta":{"generated_at":"2026-11-01T03:13:57Z","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":5015,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-02T00:00:00Z"}},"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-part-time"},{"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-part-time"},{"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-part-time"},{"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-part-time\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwealth-enhancement-group-client-service-associate-part-time"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":990491}},{"tool":"search_jobs","arguments":{"company":"wealthenhancement.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":990491},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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