Senior Client Service Associate
About the role
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 90,000 households from our over 175 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. Team Sadoff in our Milwaukee, WI office is looking for a Senior Client Service Associate to join the Client Service Team as a 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 is an on-site position.
Responsibilities
- New Client Onboarding: Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers
- Ensures accurate completion of prospect/new client paperwork/set up
- Maintains Salesforce database and client files (Filing, copies, data input)
- Record incoming assets to the appropriate blotting tool
- Research and follow up on any issues