Client Service Associate or Manager

4 days ago


GondrecourtleChâteau, Grand Est, United States Wealth Enhancement Group Full time

Wealth Enhancement Group

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. Our team-based approach, utilizing the Roundtable and UniFi processes, sets us apart from the standard approach. We proudly serve over 61,000 households from our nationwide offices.

About the Role

We are seeking a highly skilled Client Service Professional to join our team. As the liaison between our clients and Financial Advisors, you will be responsible for delivering exceptional client experiences. Your expertise will be essential in managing 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
  • Maintain accurate completion of prospect/new client paperwork and setup
  • Research and follow up on issues with broker/dealers, vendors, and operations department
  • Record incoming assets to the appropriate blotting tool
  • Learn company product suitability guidelines, financial operational processes, and financial sales processes
  • Support client service functions for all teams as requested

Requirements

  • 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 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

  • 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 - employer paid
  • Short-term and long-term disability - employer paid
  • Paid Time Off
  • 10 paid holidays each year
  • Paid parental leave
  • Tuition reimbursement

We are an Equal Opportunity Employer

We are committed to diversity and inclusion. We participate in E-Verify and comply with all applicable laws and regulations.



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