Client Service AssociateClient Service Manager

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 St. Cloud MN office has an excellent opportunity for a Client Service Associate/Client Service Manager. In this role you will be working on an Advisor Team supporting all aspects of the client experience. We are seeking candidates that have a passion for providing exceptional client service along with the drive and motivation to deliver results for our fast-growing Team.

In the spirit of pay transparency we are excited to share the base salary range for the Client Service Associate position is $50000.00 - $60000.00. The base salary range for the Client Service Manager position is $65000.00 - $75000.00.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/ Office

• Ensure office is welcoming; greet clients.

• Schedule meetings manage distribute mail

• Order office slash marketing materials; support vendors and technology sponsors.

New Client Onboarding

• Ensures accurate completion of prospect or new client paperwork and account set up

• Follow up on funds transfer from surrendering company

• 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

Client Relationship Management

• 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

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

Industry/Product/ Company Knowledge

• Demonstrates knowledge and can accurately execute against WEs 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

• May attend vendor presentations

Team and Corporate Support

• Assists Advisor Team Operations to streamline processes

• Completes operational projects to support enhancements and changes

• Communicates process and sales updates to team

Education/Qualifications

Client Service Associate

• 4-year college degree preferred

• 0-3 years of industry experience

• Customer Service training knowledge or experience

• Solid oral and written communication skills

• Strong attention to detail

• Good problem-solving skills

• Proficient with Microsoft Office

• Ability and interest to learn financial concepts and products

• Ability to work with deadlines be flexible under pressure and prioritize work

• Ability to work as a team member

• Ability to learn WEs sales model processes and procedures

• Ability to learn financial product features and riders

• Ability to learn the review process and how the review is completed

• Salesforce experience a plus

Client Service Manager

Includes all requirements above plus:

• 3-5 years of industry experience.

• FINRA Series 7 and 66 (or 63 and 65) licenses required.

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. Thus the entire salary range for those who are classified as the Client Service Associate level is $42500 to $637500. The salary for those who are classified as a Client Service Manager 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 be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical dental and vision coverage (Available to full-time 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.