Sr. Client Service Associate

About the role

Wealth Enhancement is seeking a Sr Client Service Associate for a high-growth team in Jacksonville, FL. This is a Remote position.

Responsibilities

• New Client Onboarding: Ensures accurate completion of prospect/new client paperwork/set up. Follows up on funds transfer from surrendering company. Maintains CRM-Salesforce database. Researches and follows up on issues with the Broker/Dealer, Wealth Enhancement Group Operations, and vendors. Records incoming assets to the appropriate blotting tool.
• Client Relationship Management: Dialogues with clients to understand their personal history and current financial needs. Prepares account transactions, trades, deposits, withdrawals, RMDs, etc. Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, including death claim processing. May work with client's tax or legal counsel on client concerns.
• Client Review Prep and Follow Up: Gather client data and prepares materials for client meetings and reviews. Conducts tax research (1099s). Completes any follow-up needs for clients.
• Industry/Company Knowledge: Demonstrates knowledge and accurately executes against WEG's Suitability Guidelines, operational processes, and sales model. Understands financial terminology and products. Works proficiently with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices. Attends Client Services and company educational events.
• Team and Corporate Support: Assists Advisor Team Operations to streamline processes. Completes operational projects to support enhancements and changes. Communicates process and sales updates to team.

Requirements

• Bachelor's Degree (or equivalent experience) in business; finance, economics or related
• 3 years Financial Services experience
• Minimum of 1 year as Client Service Associate
• Superior verbal and written communication skills
• Proficient with Microsoft Office Suite or related software
• Familiarity with Salesforce and Support Org functionality
• Experience with Workday preferred

Qualifications

• Education: Bachelor's Degree (or equivalent experience) in business; finance, economics or related
• Experience: 3 years Financial Services experience
• Years as Client Service Associate: Minimum of 1 year
• Skills: Superior verbal and written communication skills. Proficient with Microsoft Office Suite or related software. Familiarity with Salesforce and Support Org functionality. Experience with Workday preferred

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
• 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)