Client Service Associate

Client Service Associate Skip to main content#Client Service Associate page is loaded## Client Service Associate Apply locations:
Clinton, WItime type:
Full time posted on:
Posted Todayjob requisition :
R-102636
** 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 Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 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   Our
** Clinton, WI
** office is looking for a
** Client Service Associate
** to serve as the liaison between clients and Financial Advisors (FAs). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. Previous experience in a wealth management office is welcome but not required. Candidates with a professional background in other industries can succeed in this role.

This is a full-time,
** on-site
** position (40 hours per week). We’re looking for someone available to be in the office from 8:30am-5pm, Monday to Thursday, and 7:30am-4pm on Fridays. We can offer limited flexibility within reason on start/stop  the spirit of pay transparency, we are excited to share the pay range for this position is **$20.00/hr to $25.00/hr**, exclusive of bonuses and benefits. Compensation, job duties, and title (e.g. Sr.

Client Service Associate) will be commensurate with experience and qualifications. 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.

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
**** Client Service
*** Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model
* Facilitate new account setup at the custodial level; follow up on fund transfers
* Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
* Ensure accurate completion of prospect/new client paperwork and set up
* Maintain Salesforce database and client files (filing, copies, data input)
* Research and follow up on any issues with the custodians, vendors, and Wealth Enhancement operations department
* Learn company product suitability guidelines, financial operational processes, and financial sales processes
* Support client service functions for all teams as requested
** Office Administration
*** Greet clients and visitors warmly and professionally, ensuring a positive first impression
* Answer and direct incoming phone calls promptly and courteously
* Manage the office calendar, including client appointments and internal meetings
* Support advisors and staff with administrative tasks such as data entry, filing, and scanning
* Manage incoming and outgoing USPS, Fed Ex, and UPS mail deliveries
* Maintain and order office supplies
** Education/Qualifications
*** 2+ years of customer service/administrative experience preferred
* Bachelor’s degree or equivalent preferred, demonstrated through one or a combination of the following: work experience, training, military experience, or education
* Strong interpersonal skills required to develop team and client relationships
* Professional presence and communication skills
* Strong attention to detail and process
* Good problem-solving skills, ability to work…