Full-Time

Senior Client Service Associate

Posted on 9/9/2024

Wealth Enhancement Group

Wealth Enhancement Group

1,001-5,000 employees

Comprehensive financial guidance and wealth management

Financial Services

Compensation Overview

$70k - $80kAnnually

Senior

Atlanta, GA, USA

Hybrid position requiring 2 days in-office each week.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
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
  • Orion Advisor experience preferred
  • 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

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Wealth Enhancement Group offers financial guidance by providing a range of services in wealth management. Their approach includes a team of specialists who work together to help clients simplify their financial lives. Instead of managing multiple financial relationships, clients can access all necessary services in one place. The company operates by integrating advisory services with securities offerings, generating revenue through advisory fees and commissions on transactions. A key feature of Wealth Enhancement Group is their Roundtable™ team approach, which collaborates with clients to ensure their financial matters are organized and comprehensive. They also utilize the 3-step UniFi™ process to help clients make confident financial decisions while reducing stress.

Company Stage

Growth Equity (Venture Capital)

Total Funding

N/A

Headquarters

Plymouth, Minnesota

Founded

1990

Growth & Insights
Headcount

6 month growth

237%

1 year growth

237%

2 year growth

237%
Simplify Jobs

Simplify's Take

What believers are saying

  • Recent acquisitions expand Wealth Enhancement Group's client assets and geographic reach.
  • Growing demand for personalized financial advice aligns with their comprehensive service model.
  • Interest in ESG investing offers new opportunities for Wealth Enhancement Group's investment strategies.

What critics are saying

  • Rapid acquisitions may lead to integration challenges affecting service quality.
  • Competition from digital-first platforms could attract cost-sensitive clients.
  • Expansion into new markets may expose the company to regional economic challenges.

What makes Wealth Enhancement Group unique

  • Wealth Enhancement Group offers a unique Roundtable™ team approach for comprehensive financial guidance.
  • The firm's 3-step UniFi™ process simplifies clients' financial lives and decision-making.
  • They integrate advisory services and securities offerings under one roof for client convenience.

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