Client Engagement Associate

2 months ago

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

Wealth Enhancement Group is a premier independent wealth management firm dedicated to enhancing the financial well-being of our clients. Our commitment to excellence drives us to refine our approach to personalized financial planning through our innovative Roundtable and UniFi processes, which surpass conventional methods. We proudly serve over 61,000 households across more than 100 offices nationwide, and we continue to expand our reach.

Since our inception, we have consistently elevated the standards of wealth management, offering specialized expertise and attentive service that empowers each client to shape their financial future.

We are currently seeking a Client Service Professional to act as the primary point of contact between clients and Financial Advisors (FAs). This role encompasses various aspects of the client experience, including the preparation of financial documentation and account reviews.

This position is on-site. The salary range for this role is $50,000 - $60,000, based on experience.

We determine our initial compensation target using national compensation survey data, and we consider factors such as tenure, performance, and geographic location when making an offer. We value open discussions about compensation expectations during the application process.

Key Responsibilities
  • Assist the Senior Vice President (Financial Advisor) and their clients by implementing the client service model effectively.
  • Facilitate the establishment of new accounts at custodial and broker/dealer levels, including follow-up on fund transfers.
  • Address and resolve client inquiries, completing necessary financial documentation to execute recommendations, change beneficiaries, establish trusts, etc.
  • Ensure accurate completion of prospect and new client documentation and setup.
  • Maintain the Salesforce database and client files, including filing, copying, and data entry.
  • Investigate and follow up on issues with broker/dealers, vendors, and the operations department.
  • Record incoming assets using the appropriate tracking tools.
  • Acquire knowledge of company product suitability guidelines, financial operational processes, and sales processes.
  • Support client service functions across all teams as needed.
Qualifications
  • Active securities licenses 7 & 66 (or 7, 63 & 65) - or the ability to obtain within 6 months of hire - required.
  • A 4-year degree is preferred.
  • 2+ years of experience in financial administration is preferred.
  • 3+ years of customer service or administrative experience is preferred.
  • Strong interpersonal skills are essential for developing team and client relationships.
  • Professional demeanor and communication skills are required.
  • Attention to detail and process is crucial.
  • Good problem-solving abilities, with the capacity to work under deadlines and prioritize tasks.
  • Proficiency in Microsoft Office is necessary.
  • Experience with Salesforce is a plus.
  • Familiarity with E-Money is advantageous.
  • Experience with GMIB Annuities is beneficial.
  • Knowledge of Annuity Order Entry/Annuity Net Systems is a plus.
Comprehensive Benefits Offerings

Our benefits are designed to balance four essential elements that contribute to a meaningful life and work experience: health and wellness, financial security, professional growth, and work/life balance. Employees may participate in the following benefits and development opportunities:
  • Training and professional development programs.
  • Medical and dental insurance.
  • 401k plan with matching and profit-sharing options.
  • Health care spending and savings accounts.
  • Dependent care spending account.
  • Vision insurance.
  • Wellness programs and resources.
  • Employer-paid life insurance.
  • Employer-paid short-term and long-term disability insurance.
  • Paid Time Off.
  • 10 paid holidays each year.
  • Paid parental leave.
  • Tuition reimbursement.
Equal Opportunity Employer

We are an equal opportunity employer, including individuals with disabilities and veterans. This organization participates in E-Verify.

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