Client Service Associate

About Wealth Enhancement 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 90,000 households from our over 175 offices – and growing – nationwide. Since 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, visit Team Sadoff – Milwaukee, WI - Client Service Associate This is an on-site position. The Client Service Associate serves as a liaison between the client and the Financial Advisor (FA), handling all aspects of the client experience, such as financial paperwork and account review preparation. Pay transparency: base salary range $65,000–$70,000, exclusive of bonuses and benefits. Primary Job Functions New Client Onboarding Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers Ensure accurate completion of prospect/new client paperwork and setup Maintain CRM database and client files (filing, copies, data input) Record incoming assets to the appropriate blotting tool Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors Client Relationship Management Support Senior Vice President, the Client Service Team, and clients by leading and implementing the service model Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc. Client Review Preparation and Follow Up Gather client data and prepare materials for client meetings and reviews Support client service functions for all teams as requested Complete any review follow-up needs for client Team and Corporate Support Assist Advisor Team Operations to streamline processes Complete operational projects to support enhancements and changes Communicate process and sales updates to team Manage vendors and Service Level Agreements Education / Qualifications 4‑year degree in business, finance, economics or related field preferred 3+ years of customer service or administrative experience in a client‑service or investment firm required Financial administration experience is a plus Familiarity with account brokerage paperwork and industry terms (e.g., RMD, QCD, IRA, ACH) is strongly preferred Strong interpersonal skills to develop team and client relationships 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 Adobe 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 401(k) 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 Human Resources at View phone number on click.appcast.io. Information provided on this application will be kept confidential and only shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify. Click here to view Federal and E‑Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone, and use 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. #J-18808-Ljbffr