Client Service Associate (On-site)

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 140+ offices nationwide, serving over 80,000 households since 1997.

Primary Job Functions

• Ensure office is welcoming; greet clients.
• Schedule meetings, manage distribution of mail and office slash marketing materials; support vendors and technology sponsors.
• New Client Onboarding: Accurately complete prospect or new client paperwork and account setup; follow up on funds transfer from surrendering companies; maintain CRM database and client files; record incoming assets to appropriate blotting tool; prepare account transactions, trades, deposits, withdrawals, RMDs, etc.; communicate to understand client requests, determine actions; communicate to advisor or resolve issues, including death claim processing; gather client data and prepare materials for client meetings and reviews.
• Industry/Product/Company Knowledge: Demonstrate knowledge and accurately execute against Wealth Enhancement's Suitability Guidelines, operational processes, and sales model; understand financial terminology and products; attend Client Services and company educational events; attend vendor presentations.
• Team and Corporate Support: Assist Advisor Team in operations to streamline processes; complete operational projects to support enhancements and changes; communicate process and sales updates to team.

Qualifications

• 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
• Good problem-solving skills
• Proficient with Microsoft Office
• Ability and interest to learn financial concepts and products
• Ability to work with deadlines, be flexible under pressure, and prioritize work
• Ability to work as a team member
• Ability to learn Wealth Enhancement's sales model, processes, and procedures
• Ability to learn financial product features and riders
• Ability to learn the review process and how it is completed
• Experience with Salesforce a plus

Pay

The base salary range for this position is $45,000.00 - $60,000.00. The entire salary range for those classified as the Client Service Associate level is $42,500 to $63,750.

Benefits

• Comprehensive benefits offerings including health and wellness, financial well-being, professional development, and work/life harmony.
• 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
• 401(k) 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)