Client Service Specialist

4 months ago

Roseville, United States WGG Wealth Partners Full time

Company Overview

WGG Wealth Partners is a leading financial planning firm committed to providing exceptional investment solutions and superior client service. Our firm specializes in offering comprehensive financial advisory services to individuals and businesses, helping them achieve their financial goals and secure their future. We are currently seeking a skilled and team oriented individual to join our practice as a Client Service Specialist (Paraplanner).


Job Summary - Financial Planning Assistant (Paraplanner)

A successful Client Service Specialist (Paraplanner) is someone who enjoys bringing a smile to clients faces through positive interactions, organization, excellent follow-up and follow-through, and enjoys supporting and working in a fast-paced team environment. You will play a vital role in delivering outstanding service to our valued clients by providing client relationship and account support, resolving client issues and be the first point of contact for both prospective and existing clients.

 

Responsibilities

  • Respond to client inquiries including researching answer to client questions.
  • Track prospective clients and guide through implementation process.
  • Provide Advisor support to prepare for client meetings, including preparing any necessary forms.
  • Prepare correspondence and financial planning deliverable letters for clients.
  • Follow up with clients to check in, maintain and develop the client relationship and follow up regarding Advisor recommendations to client.
  • Receive client trade instructions and work with Advisors on implementation.
  • Process client transactions on Thompson ONE Brokerage Platform.
  • Update client database with all client communication and activities.

 

Qualifications

  • Bachelor's degree or equivalent work experience.
  • Active Series 7 and Series 66 licenses (or planning to obtain licenses within 6 months)
  • At least 2 years prior experience working with a broker/dealer, financial advisor, or banking financial services in a non-internship, client support, paraplanner, or related role required.
  • Strong attention to detail, organizational abilities, and time management skills.
  • Ability to work independently and as part of a team in a fast-paced, goal-oriented environment.

 

Compensation and Benefits

  • Compensation DOE (hourly) and eligible for overtime.
  • Comprehensive benefits and retirement package including medical, dental and vision insurance, 401k with profit share, vacation, and sick time.
  • Performance based bonus opportunity.
  • Flexibility to elect a modified 9/80 work schedule to receive every other Friday off work.
  • Covered costs for licensing and continuing education towards your training and development goals.

  

Why Choose WGG

  • Reputation - For over twenty years, we have been helping clients protect their wealth. We have an established track-record of stability and success where you can apply your skills in a place you love to work and help make a difference.
  • Growth Opportunities – We focus on the professional growth and development of every team member, creating opportunities to expand your knowledge and grow your career.
  • Career Development and Education - In addition to nationwide trainings, we offer in-office learnings and professional development to grow your knowledge and skill base.   
  • Comradery – Work alongside a large team where you can learn from seasoned Advisor mentors and grow with a variety of professionals. 
  • Community Focused – We are passionately committed to giving back to the local community through our donations, sponsorships, event participation, and board positions with a variety of local charitable organizations.

 

How to Apply:

If this sounds like an exciting opportunity to you, we invite you to apply for the Financial Planning Assistant Paraplanner position and we look forward to reviewing your application and potentially welcoming you to our growing team.

  • Client Service Specialist

    4 weeks ago

    Roseville, California, United States Aritzia Full time

    THE TEAMThe Service Department is dedicated to providing exceptional service that fosters lasting relationships with our clientele.THE OPPORTUNITYAritzia is expanding, and our Service team in Retail is evolving alongside it. This is a remarkable chance to join a team committed to delivering elevated, Everyday Luxury service to our clients, cultivating loyal...

  • Client Services Consultant

    1 month ago

    Roseville, California, United States Allworth Financial Full time

    Client Engagement SpecialistAllworth Financial is a reputable independent firm dedicated to retirement planning, investment guidance, and 401(k) administration. Established in 1993, Allworth emphasizes the importance of client welfare and education. As a rapidly growing, multi-billion dollar organization, they are renowned for their outstanding client...

  • Client Service Representative

    2 weeks ago

    Roseville, United States Baird Full time

    Client Specialist Job DescriptionAbout the Role:We are seeking a highly skilled Client Specialist to join our team at Baird. As a Client Specialist, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.Key Responsibilities:Client Onboarding Coordination: Manage Financial Advisor prospect...

  • Client Engagement Specialist

    4 weeks ago

    Roseville, California, United States Allworth Financial Full time

    Client Engagement SpecialistAllworth Financial is a distinguished independent firm focused on retirement planning, investment advisory services, and 401(k) management. Established in 1993, Allworth is committed to enhancing client well-being and education. As a rapidly growing, multi-billion dollar organization, they are recognized for their outstanding...

  • Client Service Representative

    2 weeks ago

    Roseville, California, United States Allworth Financial Full time

    About Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Our firm delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan...

  • Client Service Representative

    1 week ago

    Roseville, California, United States Ethosvet Full time

    About the RoleThe Client Care Specialist will provide exceptional customer service to our clients, ensuring a positive experience at our hospital. This role requires strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment.ResponsibilitiesWelcome clients in a friendly and compassionate mannerPrepare and...

  • Client Service Representative

    3 weeks ago

    Roseville, United States Allworth Financial Full time

    Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and...

  • Client Service Representative

    6 days ago

    Roseville, United States Baird Full time

    Job SummaryAs a Client Specialist at Baird, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors. This is a unique opportunity to grow as a professional in a fast-paced environment that values teamwork and a strong sense of partnership.Key ResponsibilitiesClient Onboarding Coordination:...

  • Client Support Specialist

    4 weeks ago

    Roseville, United States Metal Supermarkets Full time

    Client Support Specialist Job DescriptionPosition Overview:As a Client Support Specialist, you will be engaged in a full-time role, working five days a week without the need for evening or overnight hours.We are dedicated to fostering career growth and development within our organization, emphasizing internal promotions and providing numerous opportunities...

  • Client Service Representative

    4 months ago

    Roseville, United States Ethosvet Full time

    **Ethos Veterinary Health** **Client Service Representative** **Client Care - Roseville, CA - Full Time** **About Atlantic Street Pet Emergency Center (PEC):** Pet Emergency Center is open 24 hours a day and is staffed by a team of highly skilled, compassionate veterinarians and veterinary technicians who are extensively trained in emergency medicine and...

  • Client Relationship Specialist

    3 weeks ago

    Roseville, California, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a skilled Client Relationship Specialist to join our team. As a key member of our branch team, you will be responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.Key ResponsibilitiesFacilitate setting targeted appointments that improve engagement...

  • Client Specialist

    3 months ago

    Roseville, United States Baird Full time

    As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach.  Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation,...

  • Client Relationship Specialist

    2 weeks ago

    Roseville, California, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a skilled Client Relationship Specialist to join our team. As a key member of our branch team, you will be responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.Key ResponsibilitiesFacilitate setting targeted appointments that improve engagement...

  • Client Relationship Specialist

    4 months ago

    Roseville, United States Allworth Financial Full time

    Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and...

  • Client Service Representative

    2 weeks ago

    Roseville, California, United States Robert W. Baird & Co. Full time

    Job SummaryWe are seeking a highly skilled Client Specialist to join our team at Robert W. Baird & Co. This role will provide exceptional client service and operational support for one or more Financial Advisors, following a wealth management or portfolio management business approach.Key ResponsibilitiesCoordinate client onboarding, including managing...

  • Client Specialist

    3 months ago

    Roseville, United States Baird Full time

    Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...

  • Customer Service Specialist

    4 weeks ago

    Roseville, United States S&C, inc Full time $45,000 - $60,000

    Job DescriptionJob DescriptionHere at our company, we are a rapidly growing Business Development firm specializing in individualized customer service and sales strategies to meet the needs of our clients. We are seeking a driven and professional Customer Service Specialist to assist our growing consumer base to assist in product inquiries, answering...

  • Customer Service Specialist

    1 month ago

    Roseville, United States S&C, inc Full time $45,000 - $60,000

    Job DescriptionJob DescriptionHere at our company, we are a rapidly growing Business Development firm specializing in individualized customer service and sales strategies to meet the needs of our clients. We are seeking a driven and professional Customer Service Specialist to assist our growing consumer base to assist in product inquiries, answering...

  • Human Resources Coordinator

    5 days ago

    Roseville, California, United States Pacific Staffing Employment Specialist Full time

    Pacific Staffing Employment SpecialistWe are seeking a highly motivated and proactive Human Resources Coordinator to join our dynamic team. As a key member of our HR department, you will play a crucial role in supporting the recruitment and retention of top talent within the financial industry.Key Responsibilities:Coordinate recruitment efforts to attract...

  • Supporting Documentation Specialist

    3 weeks ago

    Roseville, United States Pediatric Home Service Full time

    Pediatric Home Service is a friendly and professional leader in home health care with a singular passion for and commitment to taking care of the child. As a leader in home health care, we help kids achieve their best lives at home and in their communities while providing our employees a fun and rewarding place to work. Position: Supporting Documentation...