Top 376 Client Services Associate Office Jobs

Client Service Associate (Hybrid Work Option)
Wealth Enhancement Group —Albuquerque, NM
- $42,500 - $63,750 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Office Coordinator & Junior Client Service Associate
Cypress Wealth Services, LLC —Palm Desert, CA
- $20 - $25 an hour
- Full-time
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
Sovereign Family Office —Golden, CO
- $55,000 - $72,000 a year
- Full-time
- Office
- Bachelor's degree
- QuickBooks
- Health insurance
- Dental insurance
Quick Apply
6d
Client Service Associate - Retirement (In-Office)
NFP Corp —Norwell, MA
- $59,000 - $78,000 a year
- Full-time
- Office
- Administrative experience
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Financial Services Client Support Associate
ProPivotal —Austin, TX
- $25 - $30 an hour
- Call employer
- Office
- Bachelor's degree
- Senior level
Quick Apply
2d
Client Services Associate
FNA Wealth Management —Twinsburg, OH
- Full-time
- 5 years
- Office
- Administrative experience
- Profit sharing
- Health insurance
Quick Apply
Client Service Representative
Conservative Financial Solutions, LLC —Harrison, OH
- From $22 an hour
- 8 hour shift
- Background check
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sales/Customer Service Representative (Bilingual, English/Spanish)
Driving Academy —Trenton, NJ
- $18 - $25 an hour
- Full-time
- Classroom
- Spanish
- Marketing
- Paid holidays
- Health insurance
Quick Apply
Client Experience Coordinator
Seneschal Family Office —Tacoma, WA
- $31.25 - $38.46 an hour
- Full-time
- Background check
- Microsoft Outlook
- 5 years
- Paid parental leave
- Health savings account
Quick Apply
5d
Office & Client Relations Manager (Entry Level)
Martin & Associates Insurance Services, Inc. —Irvine, CA
- $42,000 - $46,000 a year
- Full-time
- Spanish
- Office
- Microsoft Office
- Paid holidays
- Paid time off
Quick Apply
11d
Inside Sales/ Customer Service Representative/ Project Management
Elite Lighting —Commerce, CA
- From $23 an hour
- Overtime
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate (Unregistered)
Davenport & Company —Fredericksburg, VA
- $54,000 - $76,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- Health savings account
Sales/Customer Service Representative (Bilingual English/Spanish)
Driving Academy —Wayne, NJ
- $18 - $25 an hour
- Part-time
- Classroom
- Spanish
- Marketing
- Paid holidays
- Health insurance
Quick Apply
Client Experience Associate
Bill Good Marketing —Atlanta, GA
- $45,000 - $54,000 a year
- Full-time
- Office
- Entry level
- Health insurance
- Retirement plan
Quick Apply
Client Service Supervisor- Office Services
Canon U.S.A., Inc. —New York, NY
- $66,300 - $68,700 a year
- Full-time
- Clean driving record
- Sales
- 5 years
- Profit sharing
- Health insurance
Quick Apply
9d
Client Relations & Operations Associate
Principium Tactical Wealth Management —Brighton, MI
- $17 - $20 an hour
- Temporary
- Background check
- Social media management
- Office
- Professional development assistance
Quick Apply
3d
Junior Client Service & Relations Associate - Altium Wealth Management
HighTower Advisors —Harrison, NY
- $65,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Office
- US work authorization
- Paid parental leave
- Health savings account
Quick Apply
10d
Client Relations Associate
KINGS BAY YM - YWHA —Brooklyn, NY
- $18 - $20 an hour
- Full-time
- Microsoft Outlook
- Writing skills
- English
Quick Apply
Senior Associate - Client Analytics Services
Veeva Systems —Remote
- $95,000 - $120,000 a year
- Full-time
- Remote
- Mid-level
- Product management
- Travel
- Paid holidays
- Health insurance
Client Services Associate
Rubicon —Atlanta, GA
- From $20 an hour
- Weekends as needed
- Hybrid work
- Mid-level
- High school diploma or GED
- Bachelor's degree

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Client Service Associate (Hybrid Work Option)

Wealth Enhancement Group -
Albuquerque, NM

Apply Now

Job Details

Full-time
$42,500 - $63,750 a year

Benefits

Profit sharing
Paid parental leave
Health savings account
Caregiver leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Pet insurance

Qualifications

Financial services
Productivity software

Full Job Description

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, please visit www.wealthenhancement.com.

Our Albuquerque, NM office is hiring a Client Service Associate. This role serves 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 role is a critical position within our office, responsible for driving the team culture by delivering exceptional service and support to clients, external partners, and internal advisors. This individual should bring a foundation of basic financial knowledge, have keen attention to detail, and be able to manage multiple tasks and priorities efficiently.

After successful completion of training, this role will transition to a hybrid schedule, with an expectation of three days per week in the office and two days working remotely.

In the spirit of pay transparency, we are excited to share the base salary range for this position: $42,500.00 to $50,000.00, 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 Functions

New Client Onboarding

Ensures accurate completion of prospect / new client paperwork/set up
Follow up on funds transfer from surrendering company
Maintains (CRM) database and client files
Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
Record incoming assets to the appropriate blotting tool

Client Relationship Management

Dialogues with client to understand their personal history and current financial needs and communicates to the advisor or handles issue resolution
Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
Completes any review follow up needs for client
May work with client’s tax or legal counsel on client concerns
Conducts Tax Research (1099s)

Team and Corporate Support

Assists Advisor Team Operations to streamline processes
Completes operational projects to support enhancements and changes
Communicates process and sales updates to team
Manages vendors to Service Level Agreements

Industry/Company Knowledge

Demonstrates knowledge and can accurately execute against WEG’s Suitability Guidelines, operational processes, and sales model
Understands financial terminology and products
Attends Client Services and company educational events

Education/Qualifications

4-year college degree preferred
2+ years' experience within financial services, specifically wealth management firms is required
Superior verbal and written communication skills required
Proficient with Microsoft Office Suite or related software required
Familiarity with Salesforce preferred
Ability and interest to learn financial concepts and products
Ability to work as a team member with deadlines, be flexible under pressure and prioritize work

WEG 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 Associate level is $42,500.00 to $63,750.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

#LI-JV1

#LI-ONSITE

IND123

Comprehensive Benefits Offerings

Our 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 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.

Click the following link to view Federal and E-Verify posters: Link

OSHA 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.

Apply Now

Refine Your Search

Client Services Associate Office jobs

Client Service Associate (Hybrid Work Option)

Office Coordinator & Junior Client Service Associate

Client Service Associate

Client Service Associate - Retirement (In-Office)

Financial Services Client Support Associate

Client Services Associate

Client Service Representative

Sales/Customer Service Representative (Bilingual, English/Spanish)

Client Experience Coordinator

Office & Client Relations Manager (Entry Level)

Inside Sales/ Customer Service Representative/ Project Management

Client Service Associate (Unregistered)

Sales/Customer Service Representative (Bilingual English/Spanish)

Client Experience Associate

Client Service Supervisor- Office Services

Client Relations & Operations Associate

Junior Client Service & Relations Associate - Altium Wealth Management

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Senior Associate - Client Analytics Services

Client Services Associate

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