Client Service Associate; On-site

Client Service Associate

Our Dubuque IA office has an excellent opportunity for a Client Service Associate. In this role you will be working on an Advisor Team supporting all aspects of the client experience. We are seeking candidates that have a passion for providing exceptional client service, along with the drive and motivation to deliver results for our fast-growing Team.

This is an in-office position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $45,000.00 - $60,000.00. 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.

Reception/ Office

• Ensure office is welcoming; greet clients.
• Schedule meetings manage distribute mail
• Order office slash marketing materials; support vendors and technology sponsors.

New Client Onboarding

• Ensures accurate completion of prospect or new client paperwork and account set up
• Follow up on funds transfer from surrendering company
• Maintains (CRM) database and client files (Filing, copies, data input)
• Record incoming assets to the appropriate blotting tool

Client Relationship Management

• Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
• Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing
• May work with client's tax or legal counsel on client concerns
• Gather client data and may prepare the materials for client meetings and reviews

Industry/Product/ Company Knowledge

• Demonstrates knowledge and can accurately execute against WE's Suitability Guidelines, operational processes and sales model
• Understands financial terminology and products
• Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
• Attends Client Services and company educational events
• May attend vendor presentations

Team and Corporate Support

• Assists Advisor Team Operations to streamline processes
• Completes operational projects to support enhancements and changes
• Communicates process and sales updates to team

• 4-year college degree preferred
• 0-3 years of industry experience
• Customer Service training, knowledge or experience
• Solid oral and written communication skills
• Strong attention to detail
• Good problem-solving skills
• Proficient with Microsoft Office
• 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 WE's sales model, processes and procedures
• Ability to learn financial product features and riders
• Ability to learn the review process and how the review is completed
• Salesforce experience a plus

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. Thus, the entire salary range for those who are classified as the Client Service Associate level is $42,500 to $63,750.

However, the base salary range bolded above is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with…