What are the responsibilities and job description for the Client Service Associate position at Wealth Enhancement Group?
About Wealth Enhancement
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 75,000 households from our over 100 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
.
Our Warren, NJ office is looking for a Client Service Associate to serve as the 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 a growing team offering an excellent opportunity to gain valuable experience in the financial services industry while developing essential skills for future career advancement. We’re proud to be Ranked #1 as NJBIZ’s Best Places to Work in 2024.
This is a hybrid position (typically 2-3 days in-office each week).
In the spirit of pay transparency, we are excited to share the base salary range for this position is $62,000 - $71,000 exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
- 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 broker/dealer, vendors, and Wealth Enhancement Group operations department
- Record incoming assets to the appropriate blotting tool
- Learn company product suitability guidelines, financial operational processes, and financial sales processes
- Support client service functions for all teams as requested
Education/Qualifications
- 4-year degree preferred
- 2 years of financial administration experience preferred
- 3 years of customer service/administrative experience preferred
- 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
- Salesforce experience a plus
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Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
- Training and professional development
- Medical, dental and vision coverage (Available to 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)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters:
Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
