Wealth Enhancement
Wealth Management
ClientServiceAssociate/ClientServiceManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Service Associate / Client Service Manager at Wealth Enhancement. Skills: Client service, Financial services, Relationship management. Greet clients and ensure the office maintains a clean and professional environment. Schedule meetings with prospects and clients”
Industry & Context.
Problem-solving skills
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
Customer service training, knowledge, or experience, Ability and interest in learning financial concepts, products, features, and riders, Willingness to learn and apply WEG’s sales model, processes, and procedures, attention to detail with accurate data entry in Salesforce, Ability to meet deadlines, remain flexible under pressure, and prioritize work effectively, problem-solving skills and collaborative mindset, Superior verbal and written communication skills, Ability to build and maintain effective relationships with internal and external clients, Ability to train and mentor others as needed, Proficiency with Microsoft Office Suite and Salesforce
Nice to Have
Progressive industry experience appropriate to the leadership and tenure at WEG preferred for manager-level candidates, Familiarity with financial including annuities, mutual funds, separately managed accounts, fixed income, stocks, options, and charitable giving is preferred but not required, Familiarity with Support Org functionality preferred, Experience with Workday preferred
What You'll Do.
Greet clients and ensure the office maintains a clean and professional environment
Schedule meetings with prospects and clients
Manage and distribute mail
including coordinating overnight deliveries
Order office marketing materials and printer supplies
Ensure completion and accuracy of prospect and new client paperwork and account setup
Follow up on funds transfers and maintain CRM databases and client files within Salesforce
and data record incoming assets to the appropriate blotting tool
Research and resolve issues in coordination with custodians (currently Schwab and Fidelity)
Communicate with clients to understand personal history and current financial needs
Prepare account transactions
and required minimum distributions
Resolve client requests and escalate to advisors as appropriate
including processing death claims
Liaise with clients’ tax or legal counsel on relevant matters
Gather client data and prepare materials for meetings and reviews
Conduct tax-related research as needed
Complete all follow-up items related to client reviews
Demonstrate knowledge of and accurately execute WEG’s Suitability Guidelines
operational processes
Support Advisor Team Operations with process improvements
Complete operational projects and communicate process updates to team members
Mentor and train Client Service Associates
Participate in company sessions and communities
Manage vendors to established service level agreements
How You'll Work.
Team & Collaboration
Collaborate with internal advisors; Liaise with external partners; Coordinate with custodians (Schwab and Fidelity), WEG Operations, and vendors; Support Advisor Team Operations; Communicate process updates to team members; Participate in company sessions and communities
Communication Scope
Superior verbal and written communication skills
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 Malvern, PA office has an exciting opportunity for a **Client Service Associate / Client Service Manager**! This role is vital to fostering a culture of exceptional service, delivering personalized support to clients, external partners, and internal advisors. The position supports strong client relationships, and includes opportunities for mentorship and, at the manager level, potential leadership responsibilities within the team. This role is an **On-site** position. In the spirit of pay transparency, we are excited to share the base salary range for this position is **$60,000 to $90,000** , exclusive of bonuses and benefits. 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** Reception and Office Support * Greet clients and ensure the office maintains a clean and professional environment * Schedule meetings with prospects and clients * Manage and distribute mail, including coordinating overnight deliveries * Order office marketing materials and printer supplies New Client Onboarding * Ensure completion and accuracy of prospect and new client paperwork and account setup * Follow up on funds transfe
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