Wealth Enhancement
Wealth Management
ClientServiceAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Service Associate at Wealth Enhancement. Skills: Client service, Financial product knowledge, CRM management. Provide exceptional service and support to clients, external partners, and internal advisors. Ensure accurate completion of prospect and new client documentation and setup”
Industry & Context.
Effective problem-solving skills; Research and resolve issues with the Broker/Dealer, WEG Operations, and vendors
Ability to stand or sit for long periods of time, Ability to file documents in high or low cabinets, Ability to use the telephone, Ability to use the computer systems
What They're Looking For.
Must Have
Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field, Customer service training, knowledge, or experience, Ability and interest to learn financial concepts and products, Ability to work with deadlines, be flexible under pressure, and prioritize work, Ability to work as a team member, Ability to learn WEG’s sales model, processes, and procedures, attention to detail, Effective problem-solving skills, Superior verbal and written communication skills, Proficiency with Microsoft Office Suite or related software, Familiarity with Salesforce and Support Org functionality
Nice to Have
Experience with Workday
What You'll Do.
Provide exceptional service and support to clients
and internal advisors
Ensure accurate completion of prospect and new client documentation and setup
Follow up on fund transfers from surrendering companies
Maintain the Salesforce CRM database and client files
Research and resolve issues with the Broker/Dealer
Record incoming assets to the appropriate tracking tools
Engage with clients to understand their history and financial needs
Prepare account transactions
and required minimum distributions (RMDs)
Communicate with clients to clarify requests and determine next steps
Facilitate communication with clients’ tax or legal counsel as needed
Gather client data and prepare materials for meetings and reviews
Conduct tax research (such as 1099s) and complete review follow-up actions
Apply knowledge of WEG’s Suitability Guidelines
operational processes
Maintain a working proficiency with financial products
Attend client service training
company educational events
and vendor presentations
Assist advisor team operations with process improvements
Complete operational projects to support enhancements and changes
Share process and sales updates with the team
Mentor and train Client Service Associates (CSAs)
Manage vendor relationships in accordance with service level agreements
How You'll Work.
Team & Collaboration
Contribute to a culture of collaboration; Assist advisor team operations with process improvements; Share process and sales updates with the team; Mentor and train Client Service Associates (CSAs)
Communication Scope
Superior verbal and written communication skills
Process & Methodology
Complete operational projects to support enhancements and changes
Full Job Description
**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 80,000 households from our over 140 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](http://www.wealthenhancement.com/). Our Lacey, WA office has an exciting opportunity for a **Client Service Associate**! This role is a vital part of our team, responsible for providing exceptional service and support to clients, external partners, and internal advisors. You will contribute to a culture of collaboration and continuous improvement, with opportunities for growth and team leadership. This role is an **On-site** position. In the spirit of pay transparency, we are excited to share the hourly rate for this position is **$30.00 to $35.00 per hour** , depending on experience. **Primary Job Functions** New Client Onboarding * Ensure accurate completion of prospect and new client documentation and setup * Follow up on fund transfers from surrendering companies * Maintain the Salesforce CRM database and client files, including filing, copies, and data entry * Research and resolve issues with the Broker/Dealer, WEG Operations, and vendors * Record incoming assets to the appropriate tracking tools Client Relationship Management * Engage with clients to understand their history and financial needs * Prepare account transactions, including trades, deposits, withdrawals, and required minimum distributions (RMDs) * Communicate with clients to clarify re
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