{"id":1542639,"url":"https://alion.io/job/wealth-enhancement-group-senior-client-service-associate-2","title":"Senior 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":"2026-11-02T06:13:15Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Milwaukee, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":60000,"max":70000,"currency":"USD","period":"year","gross":null,"usd_annual":70000},"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false},{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-09-30T21:24:48Z","employer_posted_date":"2026-09-30","last_verified_at":"2026-11-02T21:16:06Z","board_verified":true,"closed_at":null,"days_open":33,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":33},"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.\nTeam Sadoff in our Milwaukee, WI office is looking for a Senior Client Service Associate to join the Client Service Team as a 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.\nThis is an on-site position. In the spirit of pay transparency, we would like to share the base salary range for this position is$60,000.00 to $70,000.00, 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\nNew Client Onboarding\nFacilitate new account set up at the custodial and broker dealer level; follow up on fund transfers\nEnsures accurate completion of prospect/new client paperwork/set up\nMaintains Salesforce database and client files (Filing, copies, data input)\nRecord incoming assets to the appropriate blotting tool\nResearch and follow up on any issues with the Broker/Dealer, Wealth Enhancement Operations, and vendors\nClient Relationship Management\nSupport Senior Vice President (FA), the Client Service Team, and clients by leading and implementing the client service model\nResponds to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.\nClient Review Preparation and Follow Up\nGather client data and may prepare the materials for client meetings and reviews\nSupport client service functions for all teams as requested\nCompletes any review follow up needs for client\nTeam and Corporate Support\nAssists Advisor Team Operations to streamline processes\nCompletes operational projects to support enhancements and changes\nCommunicates process and sales updates to team\nManages vendors to Service Level Agreements\nEducation/Qualifications\nBachelor’s degree in business, finance, economics or related field preferred (or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and education)\n4-7+ years of client service experience at an RIA, broker dealer, or similar wealth management firm required\nFinancial administration experience is a plus\nFamiliarity with account brokerage paperwork and terms (such as RMD, QCD, IRA, ACH, etc.) preferred\nStrong interpersonal skills required to develop team and client relationships\nStrong attention to detail and process\nGood problem-solving skills, ability to work with deadlines and prioritize work\nProficient with Microsoft Office required\nSchwab and Fidelity platform experience a plus\nSalesforce experience a plus\nAdobe experience is a plus\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 the individual contributor level is $51,450.00 to $84,000.00. However, the base salary range bolded above ($60,000.00 to $70,000.00) 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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