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Client Service Associate

2 months 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 personalized financial planning and investment management services to our clients. Our team-based approach and commitment to excellence have earned us a reputation as a trusted partner in achieving our clients' financial goals.

Job Summary

We are seeking a highly skilled and experienced Client Service Associate to join our High Net Worth team. As a Client Service Associate, you will play a critical role in delivering exceptional client service and supporting our Financial Advisors in providing tailored financial solutions to our clients.

Key Responsibilities
  • New Client Onboarding: Ensure accurate completion of prospect/new client paperwork and setup, follow up on funds transfer from surrendering company, and maintain CRM-Salesforce database.
  • Client Relationship Management: Dialogue with clients to understand their personal history and current financial needs, prepare account transactions, trades, deposits, withdrawals, RMDs, etc., and communicate with clients to understand their requests and determine what needs to be done.
  • Client Review Prep and Follow Up: Gather client data and prepare materials for client meetings and reviews, conduct tax research (1099s), and complete any follow-up needs for clients.
  • Industry/Company Knowledge: Demonstrate knowledge and accurately execute against WEG's Suitability Guidelines, operational processes, and sales model, understand financial terminology and products, and work proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices.
  • Team and Corporate Support: Assist Advisor Team Operations to streamline processes, complete operational projects to support enhancements and changes, and communicate process and sales updates to team.
Requirements
  • 4-year college degree preferred
  • 5+ years of industry experience specifically in client servicing
  • Excellent oral and written communication skills
  • Proficient with Salesforce and Microsoft Office
  • Orion Advisor experience preferred
  • Organization skills and strong attention to detail with the ability to prioritize workflow and projects
  • Ability to work with deadlines and be flexible under pressure
Benefits
  • Comprehensive benefits package, including 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