Top 58698 Client associate Jobs

Senior Client Service Associate
Wealth Enhancement Group —Boston, MA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
7d
Registered Client Service Associate (Frisco, TX)
Raymond James Financial, Inc. —Frisco, TX
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Financial Client Service Associate
Sandvold Financial Group —Hopkins, MN
- $60,000 - $75,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Senior Private Client Associate
Perigon Wealth Management —Edison, NJ
- $120,000 - $125,000 a year
- Full-time
- Hybrid work
- 7 years
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Registered Client Associate
Raymond James Financial, Inc. —Scottsdale, AZ
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
7d
Client Success Associate
The Human Reach —Remote
- $0 a year
- Full-time
- Remote
- English
- 1 year
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Corporate Client Associate
Dream Opportunity —Remote
- $65,000 - $75,000 a year
- Overtime
- Google Workspace
- Mid-level
- Travel
Quick Apply
Retirement Client Associate
Leading Retirement Solutions —Remote
- $55,000 - $70,000 a year
- Full-time
- Remote
- Microsoft Outlook
- Word processing
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
7d
Associate CRM Client Success Coach
Aesthetic Record —Irving, TX
- $55,000 - $60,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
9d
Client Success Associate (PST Hours)
Lighthouse Document Technologies Inc —Remote
- $92,000 - $108,000 a year
- Weekends as needed
- Remote
- Sales
- Research
- Office
- AD&D insurance
- Disability insurance
Quick Apply
Senior Client Service Associate
Marsh McLennan Agency —New York, NY
- $64,700 - $120,400 a year
- Full-time
- Hybrid work
- Mid-level
- Health insurance
- 401(k)
Client Success Associate
Payabli —Miami, FL
- Full-time
- Remote
- Mid-level
- Communication skills
- Paid parental leave
- Health savings account
Associate Consultant, Client Services
C Space —Remote
- $50,000 - $55,000 a year
- Full-time
- Mid-level
- Analysis skills
- Travel
- Paid parental leave
- Paid holidays
Quick Apply
6d
Client Services Associate
JLQ CONSTRUCTION INC —San Francisco, CA
- $59,891.25 - $68,901.30 a year
- Part-time
- Mid-level
- US work authorization
- Communication skills
- Health insurance
- Paid time off
Quick Apply
13d
Client Services Associate II
Freenome —Brisbane, CA
- $27.38 - $39.12 an hour
- Monday to Friday
- Remote
- Spanish
- HIPAA
- English
Client Service Associate
Focus Financial Partners —Pittsburgh, PA
- $55,000 - $60,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Associate, Client Service
KANTAR —New York, NY
- $64,300 - $85,000 a year
- Full-time
- Marketing
- Bachelor's degree
- Continuous improvement
- Wellness program
- Commuter assistance
Client Operations Associate
Copper —New York, NY
- $65,000 - $75,000 a year
- Weekends as needed
- Mid-level
- Project management
- Financial services
- Commuter assistance
- Health insurance
Client Services Associate
TransPerfect —Corvallis, OR
- Full-time
- Bachelor's degree
- Experience equivalent to degree accepted
- Entry level
Client Success Associate
WebMD —Newark, NJ
- $59,000 - $65,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Continuing education credits
- Commuter assistance
Quick Apply

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Senior Client Service Associate

Wealth Enhancement Group -
Boston, MA

Apply Now

Job Details

Full-time
$70,000 - $80,000 a year
7 days ago

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

Customer communication

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 Boston, Massachusetts office is looking for a Sr. 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 a hybrid position working partially from home and partially on-site at our office location in Boston.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $80,000.00, 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
Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
Attends Client Services and company educational events

Education/Qualifications

4-year college degree preferred
2-3 years of financial industry experience
Customer Service training, knowledge or experience
Solid oral and written communication skills
Strong attention to detail
Good problem-solving skills
Proficient with Microsoft Office Ability and interest to learn financial concepts and products
Ability to work with deadlines, be flexible under pressure and prioritize work
Ability to work as a team member
Ability to learn financial product features and riders
Ability to learn the review process and how the review is completed
Salesforce experience a plus
Wealthscape experience a significant plus

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. Thus, the entire salary range for those who are classified as the Associate level is $51,450.00 to $84.000.00.

IND123

#LI-Onsite

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

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client associate jobs

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