Client Service Liaison
7 days ago
About Wealth Enhancement Group, a leading independent wealth management firm. We pride ourselves on our team-based approach to personalized financial planning, exceeding industry standards with our unique UniFi processes and extensive network of over 100 offices nationwide. Our mission is to empower clients in crafting their financial futures through attentive service and specialized knowledge.
Job OverviewThis is an exciting opportunity to join our team as a Client Service Professional, working closely with Senior Vice Presidents (Financial Advisors) and their clients. As the liaison between the client and Financial Advisor, you will be responsible for implementing the client service model, facilitating new account set-ups, and resolving client requests.
Key Responsibilities- Liaise between clients and Financial Advisors to ensure seamless client experiences.
- Facilitate new account setup at custodial and broker/dealer levels, following up on fund transfers.
- Respond to and resolve client requests, complete necessary paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
To be successful in this role, you will need:
- Active securities licenses 7 & 66 (or 7, 63 & 65) - or ability to obtain within 6 months of hire.
- 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.
We offer a comprehensive benefits package to support your well-being and career growth, including:
- Training and professional development opportunities.
- Medical, dental, and vision coverage.
- 401(k) - with match and profit sharing.
- Health care spending and savings accounts.
- Dependent care and transit spending accounts.
- Wellness programs and resources.
- Life and AD&D insurance - employer paid and voluntary options.
- Short-term and long-term disability - employer paid.
- Employee assistance plan.
- Paid Time Off.
- 12 paid holidays each year.
- Paid parental leave and paid caregiver leave.
- Tuition reimbursement.
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