Sr 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 80,000 households from our over 140 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.

Developmental Path to Relationship Manager

Role Overview

The Client Relationship & Planning Associate is a hybrid service, planning, and relationshipdevelopment role. This role is intentionally designed as a developmental career path toward a Relationship Manager position.

Role Purpose

This role exists to protect and grow the Advisor Team P&L by delivering exceptional client experience, enabling advisor capacity, and supporting financial planning and review processes. Success is measured by revenue growth, client retention, and client advocacy.

Key Responsibilities

Client Relationship Support

• Serve as a primary service contact for assigned clients

• Manage client requests, issue resolution, and proactive communication

• Support sensitive client events in partnership with advisors

Financial Planning & Review Support

• Organize and maintain client financial documentation and data

• Assist in preparation of financial plans, analyses, and client reviews

• Coordinate with planning, investment, and insurance teams

Client Onboarding & Account Service

• Coordinate new client onboarding and account setup

• Process transactions including deposits, withdrawals, transfers, and RMDs

• Maintain accurate CRM records and documentation

Growth & Capacity Enablement

• Create advisor capacity through preparation and followthrough

• Support review completion, referral readiness, and growth initiatives

• Participate in workflow and process improvement

Performance Expectations

• Compensation growth and advancement are tied to Advisor Team P&L performance

• Success is measured by revenue growth, client retention, and Net Promoter Score (NPS)

• This is not a tenurebased role; progression is earned through results and ownership

Developmental Path to Relationship Manager

• Through coaching, credentialing, and demonstrated performance, the associate will progressively take on greater client ownership

• Promotion to Relationship Manager is based on readiness to manage relationships and revenue impact

Qualifications

• Bachelor's degree or equivalent experience in finance, business, or related field

• Strong client service and communication skills

• Ability to manage multiple priorities with accuracy and urgency

• Interest in financial planning and relationship management

• Proficiency with Microsoft Office and CRM systems (Salesforce preferred)

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.