Senior Client Service Associate

🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $50k - $70k / year

⏰ Full Time

🟠 Senior

📁 Client Services

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

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

• New Client Onboarding: Ensures accurate completion of prospect/new client paperwork/set up. • Follow up on funds transfer from surrendering company. • Maintains CRM-Salesforce database. • Research and follow up on any issues with the Broker/Dealer, Wealth Enhancement Group Operations, and vendors. • Record incoming assets to the appropriate blotting tool. • Client Relationship Management: Dialogues with client to understand their personal history and current financial needs. • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc. • Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing. • May work with client's tax or legal counsel on client concerns. • Client Review Prep and Follow Up: Gather client data and may prepare the materials for client meetings and reviews. • Conducts tax research (1099s). • Completes any follow-up needs for clients. • Industry/Company Knowledge: Demonstrates knowledge and can accurately execute against WEG's Suitability Guidelines, operational processes, and sales model. • Understands financial terminology and products. • Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices. • Attends Client Services and company educational events. • Team and Corporate Support: Assists Advisor Team Operations to streamline processes. • Completes operational projects to support enhancements and changes. • Communicates process and sales updates to team.

🎯 Requirements

• Bachelor's Degree (or equivalent experience) in business; finance, economics or related • 3 years Financial Services experience • Minimum of 1 year as Client Service Associate • Superior verbal and written communication skills. • Proficient with Microsoft Office Suite or related software. • Familiarity with Salesforce and Support Org functionality • Experience with Workday preferred

🏖️ 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)