Client Service Associate

Client Service Associate Wealth 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 80,000 households from our over 140 offices - and growing - nationwide. Our Los Angeles, CA office is seeking a Client Service Associate to act as the primary liaison between clients and Managing Director & Financial Advisors. In this role, you will manage all aspects of the client experience, including preparing financial paperwork and supporting account review processes. The ideal candidate is interested in pursuing a future career as a Financial Advisor. This is an on-site position. The base salary range for this position is $70,000.00 to $80,000.00, exclusive of benefits. Primary Job Functions: Support the Managing Director and clients by leading and implementing the client service model. Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers Responds to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc. Ensures accurate completion of prospect / new client paperwork/set up Maintains (CRM) database and client files (Filing, copies, data input) Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors Record incoming assets to the appropriate blotting tool Learn Company product suitability guidelines, financial operational processes, and financial sales processes Support client service functions for all teams as requested. Education/Qualifications: 4-year degree preferred 0-2 years of customer service /administrative experience within a wealth management/financial administration Willingness to obtain a CFP certification Strong interpersonal skills required to develop team and client relationships Professional presence and communication skills Strong attention to detail and process Good problem-solving skills, ability to work with deadlines and prioritize work Proficient with Microsoft Office Salesforce experience a plus Comprehensive Benefits Offerings: Training and professional development Medical, dental and vision coverage (Available to full-time employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance employer paid and voluntary options Short-term and long-term disability, workers compensation employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700. Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Created: 2026-03-04