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, please visit www.wealthenhancement.com . Our Richmond, VA office has an exciting opportunity for a   Client Service Associate ! This role is instrumental in driving a culture of exceptional service across the team, delivering outstanding support to clients, external partners, and internal advisors. The Client Service Associate will play a key part in managing multiple priorities, supporting team operations, and fostering collaborative problem solving with opportunities for future growth and leadership. This role is an   On-site   position, with an expected start date after September 1st, 2026 . In the spirit of pay transparency, we are excited to share the hourly rate for this position is   $22.00 to $26.00 per hour , depending on experience. Primary Job Functions New Client Onboarding Ensure accurate completion of prospect and new client paperwork and setup. Follow up on funds transfers from surrendering companies. Maintain client records and update the CRM database, including data input, filing, and copies. Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors. Record incoming assets in the appropriate blotting tool. Client Relationship Management Communicate with clients to understand their personal history and current financial needs. Prepare account transactions, including trades, deposits, withdrawals, and required minimum distributions (RMDs). Respond to client requests, determine needed actions, coordinate with advisors or resolve issues as appropriate, including death claim processing. Collaborate with clients’ tax or legal counsel to address client concerns. Client Review Preparation and Follow-Up Gather client data and prepare materials for client meetings and reviews. Conduct tax research (e.g., 1099s). Complete follow-up actions arising from client reviews. Industry, Product, and Company Knowledge Demonstrate proficiency with WEG Suitability Guidelines, operational processes, and the sales model. Understand financial terminology and investment products. Apply working knowledge of annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices. Attend client services and company educational events…