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Experienced Client Service Specialist

2 months ago

GondrecourtleChâteau, Grand Est, United States Wealth Enhancement Group Full time

Job Overview:

About Wealth Enhancement Group: Wealth Enhancement Group is a distinguished independent wealth management firm that provides comprehensive and tailored financial planning and investment management services.

Established in 1997, we have expanded to over 90 offices across the nation and continue to grow through both organic development and acquisitions.

Our mission is to collaboratively enhance our clients' lives by equipping them with the team-based expertise and resources necessary to simplify their financial journeys.

We value diverse perspectives and believe that the best ideas emerge from collaboration.
Our Woodbury team presents an exceptional opportunity for a Senior Client Service Associate. This role will concentrate on onboarding and servicing our high-net-worth clientele.

We seek an individual who embodies professionalism and possesses the knowledge required to strengthen our relationships with clients who have intricate service and investment requirements.

This position offers a dynamic, team-oriented atmosphere with flexible (hybrid) work arrangements and an excellent work-life balance. The salary range for this role is $60,000-$80,000, and it is eligible for an annual/team bonus.
We determine our initial compensation target using national compensation survey data.

When extending an offer, we consider factors such as tenure, performance, and geographic location to ensure the most accurate compensation.

We encourage candidates to share their compensation expectations during the application process, as we prioritize open conversations.

Key Responsibilities:
New Client Onboarding:
- Facilitate the onboarding process for high-net-worth clients (administrative tasks)
- Navigate complex issues involving trusts, business entities, alternative investments, tax matters, etc., with meticulous attention to detail.
- Collaborate closely with custodial referral partners who direct clients to our team.
- Maintain responsive and proactive communication with clients and partners while working alongside internal departments and team advisors.

Client Relationship Management:
- Proactively service and cultivate strong relationships with both new and existing clients.
- Diligently follow up to address any requests or client concerns; engage in dialogue with clients and internal departments to understand situations and find resolutions.
- Prioritize and effectively manage multiple tasks simultaneously with exceptional organizational skills.
- Assist the team with complex account transactions, tax or legal matters, or death claims.

Team and Corporate Support:
- Complete operational projects to support enhancements and changes.
- Thrive under pressure and adeptly prioritize deadlines.
- Adapt to changing priorities and evolving responsibilities with ease.
- Collaborate effectively with individuals of varying personality types and expectations.
- Serve as a subject matter expert for company initiatives and rollouts.
- Advocate for process improvements where applicable.

Industry/Product/Company Knowledge:
- Demonstrate knowledge and accurately execute WEG's Suitability Guidelines, operational processes, and sales model.
- Understand financial and legal terminology and products.
- Possess working proficiency with advisory managed accounts, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices, trusts, etc.

- Attend Client Services and company educational events and may participate in client meetings and vendor presentations.

Compliance & Suitability (Transition Support):
- Provide compliance review and suitability oversight and training to client service and advisors to ensure accurate paperwork and minimize NIGO's.
- Collaborate with Corporate Compliance to understand processes and procedures, train in the office, and resolve issues.

Education/Qualifications:
- 5+ years of experience in the financial industry.
- FINRA Series 7, 66 (or 63 and 65) and State Insurance Licenses or willingness to obtain after hire.
- Familiarity with financial administrative processes and terminology.
- Excellent customer service skills demonstrated through strong communication abilities.
- Experience with systems such as Microsoft Outlook, Microsoft Office, CRM Sales Force, Orion, or similar tools.

Comprehensive Benefits Offerings:
Our benefits are designed to balance four key elements that contribute to a meaningful life and work experience:
- Health and wellness
- Financial well-being
- Professional development
- Work/life harmony

You may participate in the following benefits and development opportunities:

- Training and professional development
- Medical and dental coverage
- 401k with match and profit sharing
- Health care spending and savings accounts
- Dependent care spending account
- Vision coverage
- Wellness programs and resources
- Life insurance (employer paid)
- Short-term and long-term disability (employer paid)
- Paid Time Off
- 10 paid holidays each year
- Paid parental leave
- Tuition reimbursement
For those requiring reasonable accommodation during the application process or selection process, please contact the Human Resources Department. Information provided on this application will be kept confidential and shared only with those involved in the selection process.

We are an Equal Opportunity Employer, including individuals with disabilities and veterans. This organization participates in E-Verify.