Senior Client Service Associate
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Job Description
Senior Client Service Associate supporting Wealth Enhancement’s wealth-management clients and advisors. Managing client relationships, financial transactions, onboarding, and operational coordination remotely.
Responsibilities:
- 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)
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