Client Service Associate
Wealth Enhancement is an independent wealth management firm focused on enriching the lives of clients through personalized financial planning. The Client Service Associate will act as a liaison between clients and Financial Advisors, managing client experiences, financial paperwork, and account reviews while supporting the overall client service model.
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
Skills
- 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
- 4-year degree preferred
- 1+ years of financial administration experience preferred
- 2+ years of customer service/administrative experience preferred
- Salesforce experience a plus
Benefits
- 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)
Company Overview