Senior Client Service Associate

🔥 14 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $75k - $85k / year

⏰ Full Time

🟠 Senior

📁 Client Services

👻 Ghost score 0%

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Answer phone calls and respond to client messages • Send routine follow-ups and status updates • Prepare and send meeting reminders • Manage inbound client requests, including beneficiary updates, address changes, and RMD questions • Order office supplies and coordinate office maintenance • Ensure accurate completion of prospect or new client paperwork and setup • Follow up on funds transfers from surrendering companies • Maintain Salesforce database and client files • Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors • Record incoming assets to the appropriate blotting tool • Build client relationships by understanding personal history and current financial needs • Prepare account transactions, trades, deposits, withdrawals, and RMDs • Communicate with clients to understand requests, determine required actions, route matters to advisors, or resolve issues, including death claim processing • Work with clients’ tax or legal counsel as needed • Gather client data and prepare materials for client meetings and reviews • Conduct tax research, including 1099s • Complete client review follow-up needs • Execute WEG’s Suitability Guidelines, operational processes, and sales model • Attend client services, company educational, and vendor presentation events as applicable • Assist Advisor Team Operations with process, system, and operational improvements • Complete operational projects supporting enhancements and changes • Participate in company-offered sessions • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education preferred • 3-5+ years of industry experience required, including client-facing experience • Experience with Salesforce (or comparable CRM) required • Experience with Schwab and Fidelity required; experience with Pershing preferred • Good working knowledge of Word, Excel, Outlook, and PowerPoint required • Excellent oral and written communication skills; ability to communicate effectively and work with all levels of staff and clients • Ability to prioritize workflow and projects; good problem-solving skills and strong attention to detail • Ability to work in a deadline environment and to be flexible under pressure • Comfort with learning new AI applications and understanding their appropriate use cases and limitations; as AI technology evolves, continued learning and adaptation will be expected • Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

🏖️ 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)