Senior Client Service Associate
7 days ago
Wealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team of experts is passionate about helping high-net-worth individuals achieve their financial goals through personalized financial planning and investment management services.
Job SummaryWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team. As a key member of our Client Services team, you will be responsible for delivering exceptional client service, supporting our advisors, and driving team culture.
Key Responsibilities- Provide exceptional client service, ensuring clients feel known, welcomed, and served in a professional and sophisticated manner.
- Serve as the main point of contact for designated clients, handling all communications and inquiries.
- Support advisors in preparing for client meetings, anticipating client needs, and providing solutions-driven approaches to issues.
- Drive team culture, fostering a collaborative and positive work environment.
- Manage and execute administrative tasks, ensuring high-quality execution and efficiency.
- At least three years' experience in a client-facing and/or administrative role supporting C-suite executives and/or high-net-worth clients.
- Exceptional verbal and written communication skills, with the ability to engage effectively with high-profile clients and executives.
- Four-year undergraduate bachelor's degree required.
- Experience working in a fast-paced, constantly changing team environment with a team of multiple support staff.
Wealth Enhancement Group offers a comprehensive benefits package, including training and professional development, medical and dental coverage, 401k with match and profit sharing, and paid time off. We are an equal opportunity employer and participate in E-Verify.
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Senior Client Service Associate
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