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Full-Time

Senior Client Service Associate

Confirmed live in the last 24 hours

Wealth Enhancement Group

Wealth Enhancement Group

201-500 employees

Financial Services
Fintech

Compensation Overview

$70k - $80kAnnually

Senior, Expert

Atlanta, GA, USA

Hybrid position requiring 2 days in-office each week.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Communications
Salesforce
Requirements
  • 4-year college degree preferred
  • 5+ years of industry experience specifically in client servicing
  • Excellent oral and written communication skills
  • Proficient with Salesforce 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
  • Flawless recording of buys/sells and other key data within Salesforce
  • Demonstrated industry and product knowledge
  • Builds/maintains effective relationships with clients
  • Team player with the ability to collaborate with others
  • Self-starter, self-motivated and results driven
Responsibilities
  • 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, Wealth Enhancement Group Operations, and vendors
  • Record incoming assets to the appropriate blotting tool
  • 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 client’s tax or legal counsel on client concerns
  • Gather client data and may prepare the materials for client meetings and reviews
  • Conducts tax research (1099s)
  • Completes any follow-up needs for clients
  • 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
  • Assists Advisor Team Operations to streamline processes
  • Completes operational projects to support enhancements and changes
  • Communicates process and sales updates to team
Wealth Enhancement Group

Wealth Enhancement Group

View

Company Stage

Growth Equity (Venture Capital)

Total Funding

N/A

Headquarters

Plymouth, Minnesota

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • WEG's rapid growth and expansion offer employees opportunities for career advancement and professional development.
  • The addition of experienced executives, such as a former BlackRock multi-asset executive as CIO, enhances the firm's leadership and strategic direction.
  • WEG's extensive network of 115 offices nationwide provides a broad platform for collaboration and resource sharing.

What critics are saying

  • The aggressive acquisition strategy may lead to integration challenges and cultural clashes between acquired firms.
  • Rapid expansion could strain resources and impact the quality of client services.

What makes Wealth Enhancement Group unique

  • Wealth Enhancement Group (WEG) stands out as a top RIA acquirer, consistently ranking high on Barron's list of Top 100 RIAs.
  • WEG's aggressive acquisition strategy, including recent acquisitions of firms with over $1.22 billion in client assets, significantly boosts its market presence.
  • The firm maintains a high client retention rate of 97%, indicating strong client satisfaction and loyalty.