Wealth Enhancement
Wealth Management
ClientServiceAssociate
“Client Service Associate at Wealth Enhancement. Skills: Client service, Financial operations, Administrative support. Ensure accurate paperwork completion. Follow up on funds transfer”
Industry & Context.
Handle issue resolution; Research and follow up on any issues
Ability to stand or sit for long periods of time, File documents in high or low cabinets, Use the telephone, Use the computer systems
What They're Looking For.
Must Have
2+ years' experience within financial services, Superior verbal and written communication skills, Proficient with Microsoft Office Suite or related software
Nice to Have
Familiarity with Salesforce
What You'll Do.
Ensure accurate paperwork completion
Follow up on funds transfer
Maintain CRM database
Research issues with Broker/Dealer
Record incoming assets
Prepare account transactions
Complete review follow up needs
Work with client's tax counsel
Assist Advisor Team Operations
Complete operational projects
Communicate process updates
How You'll Work.
Team & Collaboration
Drive team culture by delivering exceptional service; Work with all aspects of the client experience; Liaison between client and Financial Advisor; Communicate to the advisor; Work with client's tax or legal counsel; Assist Advisor Team Operations; Communicate process and sales updates to team; Work as a team member
Communication Scope
Superior verbal and written communication skills
Process & Methodology
Manage multiple tasks and priorities efficiently, Complete operational projects
Applying for this Client Service Associate role?
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