Part-Time 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 75,000 households from our over 100 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 San Diego, CA office is looking for a part-time Client Service Associate (up to 29 hours per week). The part-time Client Service Associate 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 ideal for someone with an interest in the financial sector, looking to build a long-term career in a supportive and growth-focused environment. As our part-time Client Service Associate, you’ll play a crucial role in our day-to-day operations. This position offers an excellent opportunity to gain valuable experience in the financial services industry while developing essential skills for future career growth. There may be opportunities to advance to full-time employment based on performance and office needs.

This is an on-site position. We’re able to offer up to 29 hours per week, with flexible scheduling options.

In the spirit of pay transparency, we are excited to share the pay rate for this position is $20.00 to $22.00 per hour, 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

• Support 2-3 Financial Advisors and their clients by leading and implementing the client service model

• Facilitate new account set up at the custodial level; follow up on fund transfers

• Respond 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 up

• Maintain Salesforce database and client files (filing, copies, data input)

• Research and follow up on any issues with the custodians, vendors, and Wealth Enhancement operations department

• Learn company product suitability guidelines, financial operational processes, and financial sales processes

• Support client service functions for all teams as requested

Education/Qualifications

• 4-year degree preferred

• 2+ years of financial experience preferred (or educational equivalent)

• 2+ years of customer service/administrative experience preferred (part-time or internship experience welcome)

• Strong interpersonal skills required to develop team and client relationships

• Professional presence and communication skills

• 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

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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. As a part-time employee, you may participate in the following benefits & development opportunities:

• Training and professional development

• 401k with match and profit sharing

• Pet insurance

• Wellness programs and resources, worker’s compensation

• 18 days of paid time off (PTO), accrued annually – pro-rated for part-time empl