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