Client Service Associate or Manager

1 week ago


GondrecourtleChâteau, Grand Est, 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 client experiences. Our team-based approach and commitment to personalized financial planning set us apart from the standard approach.

Job Summary

We are seeking a highly skilled Client Service Professional to serve as the liaison between our clients and Financial Advisors. This role will involve working with all aspects of the client experience, including financial paperwork and account review preparation.

Key Responsibilities
  • Support Senior Vice Presidents and their clients by implementing the client service model
  • Facilitate new account setup and follow up on fund transfers
  • Respond to and resolve client requests, complete necessary financial paperwork, and establish trusts
  • Maintain accurate completion of prospect/new client paperwork and setup
  • Research and follow up on issues with broker/dealers, vendors, and Wealth Enhancement Group operations
  • Record incoming assets to the appropriate blotting tool
  • Learn company product suitability guidelines, financial operational processes, and financial sales processes
Requirements
  • Active securities licenses 7 & 66 (or 7, 63 & 65) - or ability to obtain within 6 months of hire - required
  • 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
  • E-Money experience is a plus
  • Experience with GMIB Annuities is a plus
  • Experience with Annuity Order Entry/Annuity Net Systems is a plus
Benefits

We offer a comprehensive benefits package that includes 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, short-term and long-term disability, paid time off, 10 paid holidays each year, paid parental leave, and tuition reimbursement.



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