Client Service Associate Role

5 days ago


Philadelphia, Pennsylvania, United States Wealth Enhancement Group Full time
About the Job

Wealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients. As a Sr. Client Service Associate, you will play a critical role in delivering exceptional service and support to clients, external partners, and internal advisors.

This key position requires a magnetic personality with high attention to detail, ability to manage multiple tasks and priorities efficiently, and excellent communication skills. The ideal candidate should be able to foster a team culture of exceptional service and build effective relationships with clients.

Job Responsibilities
  • Ensure accurate completion of prospect/new client paperwork/set up
  • Follow up on funds transfer from surrendering company
  • Maintain (CRM-Salesforce) database
  • Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
  • Record incoming assets to the appropriate blotting tool

New Client Onboarding Process

The successful candidate will be responsible for preparing account transactions, trades, deposits, withdrawals, RMDs, etc., communicating with clients to understand their personal history and current financial needs, and resolving any client requests or issues. This role also involves working with client's tax or legal counsel on client concerns.

Key Skills and Qualifications
  • 4-year college degree preferred
  • 3+ years of industry experience specifically in client servicing
  • Excellent oral and written communication skills
  • Proficient with Salesforce, Power Point and Microsoft Office
  • 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

Estimated Salary Range: $60,000 - $80,000 per year

Benefits Package

Wealth Enhancement Group offers a comprehensive benefits package, including training and professional development opportunities, medical, dental and vision coverage, 401k - with match and profit sharing, and paid time off.

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