{"id":3639006,"url":"https://alion.io/job/wealth-enhancement-group-sr-client-service-associate-5","title":"Sr 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":"2026-11-14T05:58:10Z"}},"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":["Parsippany, 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":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-02T21:16:06Z","employer_posted_date":"2026-11-02","last_verified_at":"2026-11-14T14:38:15Z","board_verified":true,"closed_at":null,"days_open":11,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":11},"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 Parsippany, NJ office is looking for a Sr Client Service Associate who is ready to do more than support advisors - someone who wants to become one.\nThis role is designed for an early-career financial professional who wants a clear, structured path to grow from Senior Client Service Associate → Client Service Manager → Associate Financial Advisor → Financial Advisor. You’ll begin by mastering the client experience and operational foundation of our practice, then progressively take on deeper planning responsibilities, client relationships, and advisory work.\nWe have an established, loyal client base, and as you advance, you’ll step into meaningful client relationships - not start from scratch.\nWe invest heavily in your development, including full sponsorship for the CFP® certification, which we expect you to complete within approximately three years. As your responsibilities grow, your total compensation is expected to grow significantly as well - historically up to 25% annually during the first three years, based on performance and progression.\nIf you’re ambitious, client-focused, and eager to build a long-term advisory career, this is an exceptional opportunity.\nThis is anon-site position working in our office Monday through Friday.\nCompensation\nIn the spirit of transparency, the base salary range for this role is $60,000.00 to $70,000.00, plus annual bonus eligibility. As you progress through our advisor track, compensation increases accordingly. We encourage open conversations about compensation expectations.\nWhat You’ll Do (Initial Responsibilities)\nNew Client Onboarding\nEnsure accurate completion of prospect and new-client paperwork\n\nTrack and follow up on funds transfers\n\nMaintain CRM records and client files\n\nResearch and resolve issues with the Broker/Dealer, operations teams, and vendors\n\nRecord incoming assets in the appropriate blotter\n\nClient Relationship Management\nEngage with clients to understand their personal and financial needs\n\nPrepare account transactions, trades, deposits, withdrawals, and RMDs\n\nComplete follow-up items after client reviews\n\nCoordinate with clients’ tax or legal professionals when needed\n\nConduct basic tax research (e.g., 1099 inquiries)\n\nTeam & Corporate Support\nAssist in streamlining advisor team operations\n\nSupport operational projects and process improvements\n\nCommunicate updates to the team\n\nManage vendor relationships to service standards\n\nIndustry & Company Knowledge\nDemonstrate understanding of suitability guidelines and operational processes\n\nBuild working knowledge of financial products and planning concepts\n\nAttend internal training, client service meetings, and educational events\n\nWhat You’ll Grow Into\nAs you progress, you will:\nTake on more complex planning tasks\n\nParticipate in client meetings\n\nManage segments of client relationships\n\nBegin developing your own advisory skill set\n\nUltimately serve as a lead Financial Advisor with an inherited client base\n\nWe provide the mentorship, structure, and resources - you bring the drive.\n\nEducation/Qualifications\nBachelor’s degree\n\n2+ years of financial industry experience strongly preferred\n\nFINRA Series 7 & 66, NJ Life & Health Insurance license (or ability to obtain within 90 days)\n\nStrong communication skills\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 the Career level is $51,450.00 to $84,000.00. However, the base salary 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. Your personal information is handled in accordance with applicable data protection laws.","description_format":"text","description_chars":6882,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Health insurance","Parental leave","Professional development","Wellness"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-02T21:16:06Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":11,"expected_fill_days":34,"reasons":["conf:4","win:early"],"computed_at":"2026-11-14T05:58:10Z"},"pay":{"stated_usd_annual":70000,"is_top_pay":false},"html_url":"https://alion.io/job/wealth-enhancement-group-sr-client-service-associate-5","json_url":"https://alion.io/job/wealth-enhancement-group-sr-client-service-associate-5.json","meta":{"generated_at":"2026-11-14T20:43:24Z","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":26240,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"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-sr-client-service-associate-5"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"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-sr-client-service-associate-5"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"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-sr-client-service-associate-5"},{"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-sr-client-service-associate-5\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwealth-enhancement-group-sr-client-service-associate-5"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3639006}},{"tool":"search_jobs","arguments":{"company":"wealthenhancement.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3639006},"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. Docs: https://alion.io/developers"}}