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
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. It was founded in 1997, and is headquartered in Plymouth, Minnesota, USA, with a workforce of 1001-5000 employees. Its website is http://wealthenhancement.com/.
Apply Now