Client Service Associate

Client Service AssociateOur Irvine, CA office is looking for a Client Service Associate to serve as the 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. This is an excellent opportunity for someone looking to grow a career within wealth management.This is an on-site position; in-office Monday-Friday from 8am-5pm.In the spirit of pay transparency, we are excited to share the pay range for this position is $31.25/hr to $33.65/hr, (approximately $65,000.00 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.Primary Job FunctionsSupport Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service modelFacilitate new account set up at the custodial level; follow up on fund transfersRespond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.Ensure accurate completion of prospect/new client paperwork and set upMaintain Salesforce database and client files (filing, copies, data input)Research and follow up on any issues with the custodians, vendors, and Wealth Enhancement operations departmentLearn company product suitability guidelines, financial operational processes, and financial sales processesSupport client service functions for all teams as requestedImprove Service Quality by Using AI and Digital ToolsUse approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignmentIdentify and escalate inaccurate information and knowledge gaps, or issues related to digital toolsEducation/Qualifications4-year degree preferred1+ years of financial administration experience preferred2+ years of customer service/administrative experience preferredStrong interpersonal skills required to develop team and client relationshipsProfessional presence and communication skillsStrong attention to detail and processGood problem-solving skills, ability to work with deadlines and prioritize workProficient with Microsoft OfficeSalesforce experience a plusProficient at using AI and digital toolsWEG 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 $84,00.00. However, the base salary range bolded above ($31.25/hr to $33.65/hr ) is what we expect to pay as a starting range for this position.Comprehensive Benefits OfferingsTraining and professional developmentMedical, 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 expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 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 763-417-1700Information 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.Click the following link to view Federal and E-Verify posters: LinkOSHA 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.Wealth 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.