Client Service Associate

Lancaster - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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 Lancaster CA office is looking for a part-time 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.

The hourly target for this role is $20.00/hour depending on experience.

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. Were big on open conversations so lets have one.

Primary Job Functions

Support Senior Vice President 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) database and client files (Filing copies data input)
Research and follow up on any issues with the Broker/Dealer WEG Operations 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.

Education/Qualifications

4-year degree preferred
3 years of customer service /administrative experience is needed
Financial administration experience is a plus
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

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
401k with match and profit sharing
Wellness programs and resources
Workers compensation

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:

About Wealth EnhancementWealth 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 st...