Financial Services Liaison
2 weeks ago
We are seeking a highly motivated Client Service Professional to join our team at Wealth Enhancement Group. As a key member of our operations team, you will play a vital role in delivering exceptional client service and supporting our Financial Advisors.
Key Responsibilities- Support Senior Vice Presidents (Financial Advisors) and their clients by leading and implementing the client service model
- Facilitate new account set up 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 and set up
- Active securities licenses 7 & 66 (or 7, 63 & 65) - or ability to obtain within 6 months of hire - required
- 4-year degree preferred
- 2+ years of financial administration experience preferred
- 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
Wealth Enhancement is an independent wealth management firm with a passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. Our goal is to provide unique financial plans and investment management services to our clients nationwide.
The salary target for this role is $45,000 - $65,000 depending on experience. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so let's have one.
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