Client Service Associate; part-time

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.

Client Service Associate (Part‑time, Northbrook, IL)

Hourly pay range: $24.00 to $28.00/hour, depending on experience. Salary grade: $42,500 – $63,750.

• Reception and Office Support:
  • Greet clients and ensure the office is clean and welcoming.
  • Schedule meetings with product vendors and sponsors.
  • Manage and distribute mail and coordinate overnight deliveries.
  • Order office marketing materials and printer supplies; coordinate printer maintenance with vendors.
• New Client Onboarding:
  • Ensure accurate completion of prospect and new client paperwork and setup.
  • Follow up on funds transfers from surrendering companies.
  • Maintain the CRM database and client files, including filing, copies, and data input.
  • Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors.
  • Record incoming assets to the appropriate tracking tool.
• Client Relationship Management:
  • Engage with clients to understand their personal history and current financial needs.
  • Prepare account transactions, trades, deposits, withdrawals, and required minimum distributions (RMDs).
  • Communicate to understand client requests, resolve issues directly or elevate to advisors as appropriate, including death claim processing.
  • Collaborate with clients' tax or legal counsel as needed.
• Client Review Preparation and Follow‑Up:
  • Gather client data and prepare materials for meetings and reviews.
  • Conduct tax research, such as for IRS Forms 1099.
  • Complete follow‑up actions resulting from client reviews.
• Industry, Product, and Company Knowledge:
  • Demonstrate knowledge of and adherence to WEG's Suitability Guidelines, operational processes, and sales model.
  • Understand financial terminology and product offerings.
  • Maintain working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices.
  • Attend client services and company educational events; may attend vendor presentations.
• Team and Corporate Support:
  • Assist advisor team operations to streamline processes.
  • Complete operational projects to support enhancements and changes.
  • Communicate process and sales updates to the team.
  • Mentor and train Client Service Associates.
  • Manage vendors to Service Level Agreements.
  • All other duties as assigned.

• Bachelor's degree (or equivalent experience) in a relevant discipline.
• Customer service training, knowledge, or experience.
• Interest in learning financial concepts and products.
• Ability to work with deadlines, remain flexible under pressure, and prioritize work.
• Ability to work collaboratively as a team member.
• Ability to learn WEG's sales mode, processes, and procedures.
• Ability to learn financial product features and riders.
• Ability to learn the client review process and its completion.
• Strong attention to detail and effective problem‑solving skills.
• Superior verbal and written communication skills.
• Proficiency with Microsoft Office Suite or related software.
• Demonstrated ability to effectively use AI tools and technologies in daily work, including crafting…