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Senior Client Service Associate

2 months ago

Atlanta, Georgia, United States Wealth Enhancement Group Full time
About Wealth Enhancement Group

Wealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional personalized financial planning services to our clients. Our team-based approach and proprietary processes, such as Roundtable and UniFi, enable us to provide unique financial plans and investment management services to over 61,000 households nationwide.

Job Summary

We are seeking a highly skilled and experienced Client Service Associate to join our High Net Worth team. As a Client Service Associate, you will serve as the liaison between our clients and Financial Advisors, providing exceptional service and support to ensure a seamless client experience.

Key Responsibilities
  • New Client Onboarding
    • Ensure accurate completion of prospect/new client paperwork and setup
    • Follow up on funds transfer from surrendering companies
    • Maintain CRM-Salesforce database
    • Research and follow up on any issues with the Broker/Dealer, Wealth Enhancement Group Operations, and vendors
    • Record incoming assets to the appropriate blotting tool
  • Client Relationship Management
    • Engage with clients to understand their personal history and current financial needs
    • Prepare account transactions, trades, deposits, withdrawals, RMDs, etc.
    • Communicate with clients to understand their requests, determine what needs to be done, and communicate with the advisor or handle issue resolution, including death claim processing
    • May work with clients' tax or legal counsel on client concerns
  • Client Review Prep and Follow Up
    • Gather client data and prepare materials for client meetings and reviews
    • Conduct tax research (1099s)
    • Complete any follow-up needs for clients
  • Industry/Company Knowledge
    • Demonstrate knowledge and accurately execute against WEG's Suitability Guidelines, operational processes, and sales model
    • Understand financial terminology and products
    • Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
    • Attend Client Services and company educational events
  • Team and Corporate Support
    • Assist Advisor Team Operations to streamline processes
    • Complete operational projects to support enhancements and changes
    • Communicate process and sales updates to the team
Requirements
  • 4-year college degree preferred
  • 5+ years of industry experience specifically in client servicing
  • Excellent oral and written communication skills
  • Proficient with Salesforce and Microsoft Office
  • Orion Advisor experience preferred
  • Organization skills and strong attention to detail with the ability to prioritize workflow and projects; able to work with deadlines and be flexible under pressure
  • Flawless recording of buys/sells and other key data within Salesforce
  • Demonstrated industry and product knowledge
  • Builds/maintains effective relationships with clients
  • Team player with the ability to collaborate with others
  • Self-starter, self-motivated, and results-driven
Benefits
  • 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