Client Service Associate

at  Wealth Enhancement Group

About Wealth Enhancement Group
Wealth Enhancement Group 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 55,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement Group 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
.
Team Sadoff in Milwaukee, WI office is looking for a new member of the Client Service Team to serve as the liaison between the client and the Financial Advisor (FA) as an on-site Client Service Associate. You will work with all aspects of the client experience, including financial paperwork and financial account review preparation.
The salary target for this role is $55,000 - $65,000, depending on 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

• Support Senior Vice President and their clients by leading and implementing the client service model
• Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers
• Responds to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
• Ensures accurate completion of prospect/new client paperwork/set up
• Maintains customer relationship management database and client files (filing, copies, data input)
• Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
• Record incoming assets to the appropriate blotting tool
• Learn Company product suitability guidelines, financial operational processes, and financial sales processes
• Support client service functions for all teams as requested

Education/Qualifications

• 4-year degree preferred
• 3+ years of customer service /administrative experience is needed
• Financial administration experience is a plus
• Strong interpersonal skills required to develop team and client relationships
• Strong attention to detail and process
• Good problem-solving skills, ability to work with deadlines and prioritize work
• Proficient with Microsoft Office
• Salesforce experience a plus
• E-Money experience is a plus
• Experience with GMIB Annuities is a plus
• Experience with Annuity Order Entry/Annuity Net Systems is a plus

Please refer the Job description for details