Associate connecting industry experts to consulting firms using AI - powered technology. Involved in research and communication across various sectors to fulfill client requests.
About the role
- Senior Client Service Associate serving as a client liaison for a wealth management firm. Involves client onboarding, relationship management, and operational support in Boston office.
Responsibilities
- Ensures accurate completion of prospect / new client paperwork/set up
- Follow up on funds transfer from surrendering company
- Maintains (CRM) database and client files
- Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
- Record incoming assets to the appropriate blotting tool
- Dialogues with client to understand their personal history and current financial needs and communicates to the advisor or handles issue resolution
- Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
- Completes any review follow up needs for client
- May work with client’s tax or legal counsel on client concerns
- Conducts Tax Research (1099s)
- Assists Advisor Team Operations to streamline processes
- Completes operational projects to support enhancements and changes
- Communicates process and sales updates to team
- Manages vendors to Service Level Agreements
- Demonstrates knowledge and can accurately execute against WEG’s 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, and charitable giving practices
- Attends Client Services and company educational events
Requirements
- 4-year college degree preferred
- 2-3 years of financial 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 financial product features and riders
- Ability to learn the review process and how the review is completed
- Salesforce experience a plus
- Wealthscape experience a significant plus
Benefits
- 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)
Job title
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