Part-Time Client Service Associate
2 weeks ago
Wealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team of experts is passionate about helping individuals and families achieve their financial goals through personalized financial planning and investment management services.
Job SummaryWe are seeking a highly skilled and detail-oriented Part-Time Client Service Associate to join our team. As a Client Service Liaison, you will play a critical role in supporting our financial advisors and clients by leading and implementing our client service model. This includes facilitating new account setup, responding to client requests, and ensuring accurate completion of financial paperwork.
Key Responsibilities- Support financial advisors and clients by leading and implementing the client service model
- Facilitate new account setup at the custodial and broker-dealer level; follow up on fund transfers
- Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
- Ensure accurate completion of prospect/new client paperwork/set up
- Maintain CRM-Salesforce database and client files (filing, copies, data input)
- Research and follow up on any issues with the Broker/Dealer, Wealth Enhancement Group (WEG) Operations, and vendors
- 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
- 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
- E-Money experience is a plus
- Experience with GMIB Annuities is a plus
- Experience with Annuity Order Entry/Annuity Net Systems is a plus
- 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
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