Client Service Associate
About the role
Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. We operate with a team-based Roundtable and UniFi processes, providing unique financial plans and investment management services to over 90,000 households across 175 offices nationwide since 1997.
Responsibilities
- Support Senior Vice President (Financial Advisor) 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
Requirements
- 4-year degree preferred
- 1+ years of financial administration experience preferred
- 2+ years of customer service/administrative experience preferred
- 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
Qualifications
- Education/Qualifications
Education/Qualifications: 4-year degree preferred, 1+ years of financial administration experience preferred, 2+ years of customer service/administrative experience preferred, 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
Skills
- Strong interpersonal skills
- 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
Benefits
- 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)
Pay
The pay range for this position is $24.00/hr to $27.00/hr, exclusive of bonuses and benefits. This role is also eligible to participate in the discretionary Team bonus plan.
Schedule
This is a hybrid position. You will be expected to spend more time on-site during initial training, however opportunities to work remotely within reason will become available with tenure. We are looking for someone available 30-40 hours per week, Monday-Friday, during regular business hours. (Employees working at least 30 hours per week are eligible for full-time benefits).