Wealth Enhancement
Client Service Associate/Client Service Manager
Wealth Enhancement, Sartell, Minnesota, United States, 56377
Client Service Associate / Client Service Manager
2 days ago – Be among the first 25 applicants
Direct message the job poster from Wealth Enhancement
Corporate Recruiter, PRC | Specializing in Wealth Management & Financial Services Talent Acquisition About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients.
We refine personalized financial planning through our team‑based Roundtable and UniFi processes, far beyond the standard approach.
With over 80,000 households served from more than 140 offices nationwide, we pride ourselves on unique financial plans and investment‑management services.
Since 1997 we have set a higher standard of wealth management with specialized knowledge and attentive service. Enter our St. Cloud, MN office to help a client team support every aspect of the client experience.
We look for candidates passionate about delivering exceptional client service and driving results.
Pay Transparency
– Client Service Associate: $50,000 – $60,000.
Client Service Manager: $65,000 – $75,000.
Please include your compensation expectations when you apply.
Primary Job Functions Reception / Office
Maintain a welcoming office; greet clients.
Schedule meetings, manage mail distribution.
Order office and marketing materials; support vendors and technology sponsors.
New Client Onboarding
Ensure accurate completion of new‑client paperwork and account setup.
Follow up on funds transfer from surrendering company.
Maintain the CRM database and client files (filing, copies, data input).
Research and resolve any issues with the Broker/Dealer, WEG Operations, and vendors.
Record incoming assets to the appropriate blotting tool.
Client Relationship Management
Prepare account transactions, trades, deposits, withdrawals, RMDs, etc.
Communicate to understand client requests, determine actions needed, and resolve issues—including death claim processing.
Work with client’s tax or legal counsel on concerns when appropriate.
Gather client data and prepare materials for meetings and reviews.
Industry / Product / Company Knowledge
Demonstrate knowledge and execute against WE’s Suitability Guidelines, operational processes, and sales model.
Understand financial terminology and products.
Be proficient in 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; vendor presentations when scheduled.
Team and Corporate Support
Assist Advisor Team Operations to streamline processes.
Complete operational projects to support enhancements and changes.
Communicate process and sales updates to the team.
Education / Qualifications Client Service Associate
4‑year college degree preferred.
0–3 years of industry experience.
Customer service training, knowledge, or experience.
Solid oral and written communication skills.
Strong attention to detail and problem‑solving skills.
Proficiency with Microsoft Office.
Interest in learning financial concepts and products.
Ability to work with deadlines, remain flexible under pressure, and prioritize work.
Team‑player capability.
Ability to learn WE’s sales model, procedures, product features, riders, and review processes.
Salesforce experience a plus.
Client Service Manager
Includes all associate requirements.
3–5 years of industry experience.
FINRA Series 7 and 66 (or 63 and 65) licenses required.
Salary Guidance
– For the Associate level, the entire salary range is $42,500 to $63,750.
For the Manager level, the range is $51,450 to $84,000.
The starting range above is the base we expect to pay for entry level.
Comprehensive Benefits Offerings
Training and professional development.
Medical, dental, and vision coverage (full‑time employees and families).
Health Savings Account (HSA) with employer contribution; 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.
401(k) with match and profit sharing.
Wellness programs and resources.
Voluntary benefits, including pet insurance.
Paid time off: 18 days (25 days after 4 years of service).
12 paid holidays per year (10 predetermined and 2 floating days).
Paid parental leave and caregiver leave (available after 6 months of tenure).
Tuition, licensing, and other credential reimbursement after meeting service requirements.
Should you need reasonable accommodation when completing the application or during the selection process, contact Human Resources at 763‑417‑1700.
Information provided on this application will be kept confidential and shared only with those involved in the selection process.
Equal Opportunity Employer – disabled and veterans included.
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, file documents in high or low cabinets, use the telephone, and use 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.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Other
Referrals increase your chances of interviewing for this role by 2×.
Get notified about new Client Services Associate jobs in
Sartell, MN .
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Direct message the job poster from Wealth Enhancement
Corporate Recruiter, PRC | Specializing in Wealth Management & Financial Services Talent Acquisition About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients.
We refine personalized financial planning through our team‑based Roundtable and UniFi processes, far beyond the standard approach.
With over 80,000 households served from more than 140 offices nationwide, we pride ourselves on unique financial plans and investment‑management services.
Since 1997 we have set a higher standard of wealth management with specialized knowledge and attentive service. Enter our St. Cloud, MN office to help a client team support every aspect of the client experience.
We look for candidates passionate about delivering exceptional client service and driving results.
Pay Transparency
– Client Service Associate: $50,000 – $60,000.
Client Service Manager: $65,000 – $75,000.
Please include your compensation expectations when you apply.
Primary Job Functions Reception / Office
Maintain a welcoming office; greet clients.
Schedule meetings, manage mail distribution.
Order office and marketing materials; support vendors and technology sponsors.
New Client Onboarding
Ensure accurate completion of new‑client paperwork and account setup.
Follow up on funds transfer from surrendering company.
Maintain the CRM database and client files (filing, copies, data input).
Research and resolve any issues with the Broker/Dealer, WEG Operations, and vendors.
Record incoming assets to the appropriate blotting tool.
Client Relationship Management
Prepare account transactions, trades, deposits, withdrawals, RMDs, etc.
Communicate to understand client requests, determine actions needed, and resolve issues—including death claim processing.
Work with client’s tax or legal counsel on concerns when appropriate.
Gather client data and prepare materials for meetings and reviews.
Industry / Product / Company Knowledge
Demonstrate knowledge and execute against WE’s Suitability Guidelines, operational processes, and sales model.
Understand financial terminology and products.
Be proficient in 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; vendor presentations when scheduled.
Team and Corporate Support
Assist Advisor Team Operations to streamline processes.
Complete operational projects to support enhancements and changes.
Communicate process and sales updates to the team.
Education / Qualifications Client Service Associate
4‑year college degree preferred.
0–3 years of industry experience.
Customer service training, knowledge, or experience.
Solid oral and written communication skills.
Strong attention to detail and problem‑solving skills.
Proficiency with Microsoft Office.
Interest in learning financial concepts and products.
Ability to work with deadlines, remain flexible under pressure, and prioritize work.
Team‑player capability.
Ability to learn WE’s sales model, procedures, product features, riders, and review processes.
Salesforce experience a plus.
Client Service Manager
Includes all associate requirements.
3–5 years of industry experience.
FINRA Series 7 and 66 (or 63 and 65) licenses required.
Salary Guidance
– For the Associate level, the entire salary range is $42,500 to $63,750.
For the Manager level, the range is $51,450 to $84,000.
The starting range above is the base we expect to pay for entry level.
Comprehensive Benefits Offerings
Training and professional development.
Medical, dental, and vision coverage (full‑time employees and families).
Health Savings Account (HSA) with employer contribution; 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.
401(k) with match and profit sharing.
Wellness programs and resources.
Voluntary benefits, including pet insurance.
Paid time off: 18 days (25 days after 4 years of service).
12 paid holidays per year (10 predetermined and 2 floating days).
Paid parental leave and caregiver leave (available after 6 months of tenure).
Tuition, licensing, and other credential reimbursement after meeting service requirements.
Should you need reasonable accommodation when completing the application or during the selection process, contact Human Resources at 763‑417‑1700.
Information provided on this application will be kept confidential and shared only with those involved in the selection process.
Equal Opportunity Employer – disabled and veterans included.
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, file documents in high or low cabinets, use the telephone, and use 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.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Other
Referrals increase your chances of interviewing for this role by 2×.
Get notified about new Client Services Associate jobs in
Sartell, MN .
IND123 –Onsite
#J-18808-Ljbffr