Part-Time Client Service Associate

7 days ago


Atlanta, Georgia, 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 cutting-edge processes enable us to provide personalized financial planning and investment management services to over 61,000 households nationwide.

Job Summary

We are seeking a Part-Time Client Service Associate 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 financial advisors and 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 maintain CRM-Salesforce database and client files
  • Research and follow up on issues with the Broker/Dealer, Wealth Enhancement Group Operations, and vendors
  • Record incoming assets to the appropriate blotting tool
  • Learn company product suitability guidelines, financial operational processes, and financial sales processes
Requirements
  • 3+ years of customer service/administrative experience preferred
  • Financial administration experience is a plus
  • 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
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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