Wealth Enhancement Group
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
Client Service Associate
🕒 6 days ago
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Wealth Enhancement Group
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
📋 Description
• Ensures accurate completion of prospect / new client paperwork/set up • Follow up on funds transfer from surrendering company • Maintains (CRM) database and client files • Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors • Record incoming assets to the appropriate blotting tool • Dialogues with client to understand their personal history and current financial needs and communicates to the advisor or handles issue resolution • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc. • Completes any review follow up needs for client • May work with client’s tax or legal counsel on client concerns • Assists Advisor Team Operations to streamline processes • Completes operational projects to support enhancements and changes • Communicates process and sales updates to team • Manages vendors to Service Level Agreements • Demonstrates knowledge and can accurately execute against WEG’s Suitability Guidelines, operational processes, and sales model • Understands financial terminology and products • Attends Client Services and company educational events
🎯 Requirements
• 4-year college degree preferred • 2+ years' experience within financial services, specifically wealth management firms is required • Superior verbal and written communication skills required • Proficient with Microsoft Office Suite or related software required • Familiarity with Salesforce preferred • Ability and interest to learn financial concepts and products • Ability to work as a team member with deadlines, be flexible under pressure and prioritize work
🏖️ Benefits
• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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