Client Service Associate
Client Service Associate
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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 80000 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 .
Our Akron OH office is looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience including financial paperwork and financial account review preparation.
This is an on-site position.
In the spirit of pay transparency we are excited to share the base salary range for this position is $50000.00 to $60000.00 exclusive of bonuses and benefits. This role is also eligible for a discretionary bonus plan. We encourage you to apply and provide us with your compensation expectations when you do. Were big on open conversations so lets have one.
Primary Job Functions
Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model
Facilitate new account set up 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
Education/Qualifications
4-year degree preferred
1 years of financial administration experience preferred
2 years of customer service/administrative experience preferred
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 with deadlines and prioritize work
Proficient with Microsoft Office
Salesforce experience a plus
E-Money experience is 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. The entire salary grade for those who are classified at the associate level is $42500.00 to $63750.00. However the base salary range bolded above is what we expect to pay as a starting range for this position.
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#LI-ONSITE
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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 participate in the following benefits & development opportunities:
Training and professional development
Medical dental and vision coverage (Available to 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 match and profit sharing
Wellness programs and resources
Voluntary benefits including pet insurance
18 days of paid time off (PTO) accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition licensing and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time file documents in high or low cabinets to use the telephone and to use the computer systems.
Required Experience:
IC
Employment Type
Full-Time
