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Client Service Associate (Hybrid work option)

Wealth Enhancement Group Acquisition

This is a Contract position in Las Vegas, NV posted August 31, 2022.

About Wealth Enhancement Group Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services.

Founded in 1997, Wealth Enhancement Group serves clients nationwide and continues to expand into new regions each year.

Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life.

Our purpose and mission is to work together to improve our clients’ lives by seeking to provide them the best possible financial advice.

We are firm believers in the meaning behind teamwork.

We share perspectives and explore every point of view, because the best ideas are born from collaboration.

We constantly push ourselves and each other.

We strive to be much more than your typical financial services firm.

We strive to be the best.

The New York City office of Wealth Enhancement Group is looking for a Client Service Associate who will work as part of an advisory team, help clients achieve their financial goals, and provide client service that exceeds the client’s expectations.

If you or know of someone who wants to join an organization that is passionate about servicing the needs of its clients, growing at an incredible rate and a phenomenal place to continue a career, please contact us at wcaferowealthenhancement.com The Client Service Associate plays a critical role in the operational functioning of our practice.

With responsibility for the day-to-day operational duties of the firm, the Client Service Associate helps keep the client engagement running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.

(This role has a hybrid work option) Job Functions Work with the operations team to actively manage client relationships, service accounts, and support financial advisors with ad-hoc reporting Serve the client by setting up accounts and ensuring their funds transfer from surrendering company Respond to and resolve client requests; complete necessary financial paperwork to execute trades, change beneficiaries, establish trusts, open accounts, transfer funds, etc.

Research and complete any outstanding issues related to Operations Gather data and prepare summary reports for the use in client reviews; compile the review documents for the Advisor.

Learn Company product suitability guidelines and financial operational processes Generate ad-hoc client reports as needed Review the execution of trades daily Prepare trade sheets to be reviewed by advisors Provide client’s tax accountants with information for returns/projections Uploads data to firm’s performance reporting system Performs other duties as assigned by Director of Operations Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing.

Education/Qualifications 4-year degree preferred 3 years of financial administration and/or customer service experience Strong interpersonal skills required to develop team and client relationships Professional presence and communication skills Strong attention to detail and process Excellent attitude and an extraordinary client service orientation A strong focus on getting the details right Excellent organizational and time management skills An ability to handle multiple tasks within tight time frames Wealth Enhancement Group is an equal opportunity employer.

IND123 Equal Opportunity Employer, including disabled and veterans.

View Company Information To see other positions, click here.

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