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 .
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 employees
- 12 paid holidays each year (10 pre-determined and 2 floating days) - pro-rated for part-time employees
- Paid parental leave and paid caregiver leave - pro-rated for part-time employees (Caregiver leave available after 6 months of tenure )
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Part-Time employees working 30 or more hours per week are also eligible for:
- Medical, dental and vision coverage (Available to 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 - employer paid
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 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.