Client Service Associate

7 days ago


Eden Prairie, Minnesota, 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 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 Summary

We 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 organization.

Key Responsibilities
  • Client Onboarding: Ensure accurate completion of client paperwork and account setup, follow up on funds transfer, and maintain client files.
  • 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, including annuities, mutual funds, and separately managed accounts.
  • Team Support: Assist the advisor team with operational projects, communicate process updates, and provide exceptional customer service.
Requirements
  • Education: 4-year college degree preferred.
  • Experience: 0-3 years of industry experience.
  • Skills: Excellent communication and problem-solving skills, proficiency in Microsoft Office, and ability to learn financial concepts and products.
Benefits

We offer a comprehensive benefits package, including training and professional development, medical and dental coverage, 401(k) with match and profit sharing, and paid time off. We are committed to providing a supportive and inclusive work environment that allows our employees to grow and thrive.



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