Senior Client Service Associate

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 .

We are looking to add a Sr Client Service Associate to our Itasca IL team. This is an on-site position. This individual will be focused on onboarding and servicing our high-net-worth clients. We are looking for someone with a high level of professionalism and knowledge to enhance our relationships with our clients who have complex service and investment needs. This is a collaborative team-oriented environment offering career advancement opportunities.

In the spirit of pay transparency we are excited to share this role includes a base salary of $80000.00 to $90000.00 depending on skills and experience. This is 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

New Client Onboarding

• Ensures accurate completion of prospect/new client paperwork/set up

• Follow up on funds transfer from surrendering company

• Maintains (CRM-Salesforce) database

• Research and follow up on any issues with the Broker/Dealer WEG Operations and vendors

• Record incoming assets to the appropriate blotting tool
  

Client Relationship Management

• Dialogues with client to understand their personal history and current financial needs

• 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 clients tax or legal counsel on client concerns

• Records notes and pertinent details in Salesforce regarding client communications inquiries and actions related to the planning request
  

Client Review Prep and Follow Up

• Gather client data and may prepare the materials for client meetings and reviews

• Conducts Tax Research (1099s)

• Completes any review follow up needs for client

• Create financial planning reports/analyses utilizing MoneyGuidePro eMoney Morningstar and other planning tools

• Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding client goals and concerns
  

Industry/Company Knowledge

• Demonstrates knowledge and can accurately execute against WEGs 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
  

Team and Corporate Support

• Assists Advisor Team Operations to streamline processes

• Completes operational projects to support enhancements and changes

• Contribute positively to problem solving

• Communicates process and sales updates to team
  

Education / Qualifications

• 4-year college degree preferred

• 3 years of industry experience specifically in client servicing

• Excellent oral and written communication skills

• Proficient with Salesforce Power Point and Microsoft Office

• Organization skills and strong attention to detail with the ability to prioritize workflow and projects; able to work with deadlines and be flexible under pressure

• Developing client relationship/trust as observed by Financial Advisor

• Demonstrated industry and product knowledge

• Builds/maintains effective relationships with clients

• Ability to train new employees as needed

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 Associate level is $51450.00 to $84000.00. However the base salary range bolded above is what we expect to pay as a starting range for this position.

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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.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race color religion sex national origin age disability or any other protected status. Your personal information is handled in accordance with applicable data protection laws.