Hybrid Senior Client Service Associate

at Wealth Enhancement Group

• Job title: Senior Client Service Associate
• Job type: Full Time
• Experience level: Senior
• Salary: $60,000 - $70,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, West Conshohocken, United States

About the role

• Sr. Client Service Associate managing client onboarding and support for Wealth Enhancement firm. Facilitating client experience and administrative tasks in a hybrid work environment.

Responsibilities

• Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers
• Ensures accurate completion of prospect / new client paperwork/set up
• Maintains (CRM) database and client files (Filing, copies, data input)
• Record incoming assets to the appropriate blotting tool
• Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
• Responds to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
• Gather client data and may prepare the materials for client meetings and reviews
• Completes any review follow up needs for client
• Assist Advisor Team Operations to streamline processes
• Communicates process and sales updates to team
• Manages vendors to Service Level Agreements

Requirements

• 4-year degree in business, finance, economics or related field is preferred
• 3+ years of customer service /administrative experience for a client-service or investment firm is needed
• Financial administration experience is a plus
• Strong interpersonal skills required to develop team and client relationships
• Strong attention to detail and process
• Good problem-solving skills, ability to work with deadlines and prioritize work
• Proficient with Excel and other Microsoft Office products
• Salesforce experience a plus

Benefits

• 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)