Financial Services Representative
7 days ago
Wealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial services to our clients. Our team of experts is passionate about helping individuals and families achieve their financial goals through personalized financial planning and investment management.
Job SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional client service, onboarding new clients, and managing client relationships. This is an excellent opportunity to work with a dynamic team and contribute to the growth and success of our firm.
Key Responsibilities- Client Onboarding: Ensure accurate completion of client paperwork and account setup, follow up on funds transfers, and maintain client files and database.
- Client Relationship Management: Prepare account transactions, communicate with clients, and resolve issues in a timely and professional manner.
- Industry Knowledge: Demonstrate knowledge of financial products, services, and industry trends, and stay up-to-date on regulatory requirements.
- Team Support: Assist the advisor team with operational projects, process improvements, and sales updates.
- Education: 4-year college degree preferred.
- Experience: 0-3 years of industry experience.
- Skills: Excellent communication and problem-solving skills, strong attention to detail, and ability to work in a team environment.
- Knowledge: Proficient in Microsoft Office and ability to learn financial concepts and products.
We offer a comprehensive benefits package that includes training and professional development, medical and dental coverage, 401(k) with match and profit sharing, and paid time off. We are an equal opportunity employer and participate in E-Verify.
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Financial Services Representative
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Financial Services Representative
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