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 Naples FL office is looking for a part-time Client Service Associate to develop and manage the new client team client relationship management team and corporate support stay current with industry/product/company knowledge. (This role is required in the office).
In the spirit of pay transparency we are excited to share the base salary range for this position is $20.00-$22.00/hr. This position offers 30 hours per week (Monday- Thursday) exclusive of bonuses and benefits. 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
Reception Duties
Responsible for greeting clients in for meetings and providing a high level of customer service to new/existing clients
Handle incoming client calls for appointments and service needs through switchboard maintenance
Enthusiastically greet and announce clients
Prepare and maintain beverage stations and obtain beverages for clients
Manage incoming and outgoing USPS FedEx and UPS mail deliveries
Maintain office cleanliness and client preparedness (make sure dishes are clean and kitchen area is properly maintained order various client-related beverages and treats ensure the Reception Area is proper for client visits)
Client Service Duties
Support financial advisors and their clients by leading and implementing the client service model
Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers
Responds to and resolve client requests; complete necessary financial paperwork to execute client recommendations change beneficiaries establish trusts etc.
Ensures accurate completion of prospect/new client paperwork/set up
Maintains CRM-Salesforce database and client files (filing copies data input)
Research and follow up on any issues with the broker/dealer Wealth Enhancement Group operations team and vendors
Record incoming assets to the appropriate blotting tool
Learn company product suitability guidelines financial operational processes and financial sales processes
Support client service functions for all teams as requested
Project Assistance
Under the direction of your manager assist with various office projects as requested
Education/Qualifications
Previous customer service/administrative experience is needed
Friendly outgoing positive attitude
Professional appearance voice and interaction with customers
Excellent oral and written communication skills
Attention to detail and process
Ability to work with all levels of staff and management
Strong interpersonal skills required to develop team and client relationships
Independently prioritize workflow and projects; work in a deadline environment and be flexible
Above average Microsoft Word Excel Outlook and PowerPoint abilities required
Financial administration experience is a plus
Salesforce experience a plus
E-Money experience is a plus
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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. Thus the entire salary range for those who are classified at this level of full-time (40 hours per week) is $42500.00 to $63750.00.
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
