Client Service Associate

Client Service AssociateOur Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between clients and the advisory team, you will help manage every aspect of the client experience, from onboarding and account administration to meeting preparation and ongoing service needs.This role is central to our team's success. You will help shape our office culture by delivering exceptional service, maintaining strong relationships with clients and partners, and ensuring our advisors have the operational support they need. The ideal candidate brings foundational financial knowledge, professional communication skills, attention to detail, and the ability to manage multiple priorities with confidence. This position is an excellent fit for someone interested in growing into a future Financial Advisor role. If you are ambitious, client focused, and eager to build a long-term career in wealth management, this is a fantastic opportunity to grow with a collaborative team.This is a hybrid position, typically requiring 3–4 days per week in the office.In the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 to $65,000.00 depending on experience, plus discretionary annual bonus eligibility, 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 FunctionsAccurately prepare and process all prospect and new client paperworkTrack and follow up on incoming fund transfers from external institutionsResearch and resolve issues with internal departments and third-party vendorsMaintain prospect and account informationClient Relationship Management and Review SupportEngage with clients to understand their background, goals, and financial needsServe as a primary point of contact for client inquiries, coordinating next steps, and ensuring timely follow-throughPrepare and process account transactions such as trades, deposits, withdrawals, and RMDsMaintain accurate client data across CRM, custodial platforms, and portfolio accounting systemsGather and organize client information and prepare materials for client meetingsComplete all post-meeting tasks to ensure a seamless client experienceCoordinate with clients' tax or legal professionals, including review of 1099s as neededReview and troubleshoot quarterly statements when requiredTeam and Corporate SupportAssist the Advisor Team with operational improvements and process enhancementsSupport firmwide operational projects and initiativesCommunicate process updates, sales information, and operational changes to the teamManage vendor relationships in alignment with Service Level AgreementsContribute to ad hoc projects as assignedProvide backup support for the Front Desk, including answering phones, greeting clients, managing mail, and maintaining organized common areasIndustry and Company KnowledgeDemonstrate understanding of WEG's Suitability Guidelines, operational processes, and sales modelMaintain working knowledge of financial terminology, products, and industry standardsParticipate in Client Services meetings and company educational eventsEducation & QualificationsBachelor's degree in Finance, Financial Planning, Economics, or a related field (or equivalent professional experience)1–2 years of experience in financial administration or client service preferredInterest in pursuing professional credentials such as the CFP® or Series 65Strong interpersonal skills with the ability to build effective team and client relationshipsProfessional communication skills and a confident, client-facing presenceHighly motivated self-starter with a results-driven mindsetStrong organizational abilities with a solution-oriented approach, attention to detail, and comfort working under deadlinesProficiency in Microsoft Office applicationsExperience with Salesforce, Orion, or eMoney is a plusFamiliarity with Fidelity or Schwab custodial platforms is beneficialComprehensive Benefits OfferingsOur 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:Training 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.