Client Service Associate
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless 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. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Athens, GA office is looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation.
The hourly rate target for this role is $25.00 to $30.00, depending on skills and experience.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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.
Primary Job Functions
Responding to Client questions by phone and email
• Researching and resolving issues by interacting with internal Wealth Enhancement Group departments and our custodial partners
• Preparing and processing internal documents and custodial documents for client signature such as applications and transfer forms.
Back-office Advisor Support
• Preparing Meeting Materials as needed (generating reports, binding presentations, and gathering statements)
• Handling Post-Meeting Action Items (archiving notes, client maintenance forms preparation)
Processing Financial Transactions
• Depositing client checks
• Processing money movements
• Submitting Trade Instructions
General Administrative Duties
• Preparing/processing USPS/UPS mailings
• Scanning documents
Education/Qualifications
• 3+ years of customer service /administrative experience is needed
• 4-year degree preferred
• Financial administration experience is a plus
• Strong interpersonal skills required to develop team and client relationships
• Professional presence and communication skills
• Strong process management skills and ability to see tasks through to completion.
• Superior Attention to Detail
• Problem solving skills
• Proficient with Microsoft Excel
• Bachelor’s Degree preferred, but not required.
• Previous experience in a banking or financial services role is a plus
• Desire to obtain FINRA licensing (Series 65) a plus
• Salesforce experience a plus
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Associate level is $42,500.00 to $63,750.00.
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Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
• Training and professional development
• Medical, dental and vision coverage (Available to 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)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Financial Services
Other
Full-time