Wealth Enhancement Group

Senior Client Service Associate

Wealth Enhancement Group

full-time

Posted on:

Location Type: Hybrid

Location: Woodbury • Minnesota • United States

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Salary

💰 $60,000 - $80,000 per year

Job Level

Senior

About the role

  • New Client Onboarding: Client onboarding for high-net-worth clients (administrative)
  • Ability to strategically work through complex issues involving trusts, business entities, alternative investments, tax issues, etc. with high attention to details
  • Provide responsive, proactive communication with clients and partners while collaborating with internal departments and team advisors.
  • Proactively servicing and developing good relationships with new and existing clients
  • Diligently follow up to resolve any requests or client issues; dialogues with client and internal departments to understand the situation and find a resolution
  • Assist team with complex account transactions, tax or legal issues or death claims
  • Completes operational projects to support enhancements and changes
  • Serves as a subject matter expert for company initiative/rollouts
  • Advocates for improvement in processes where appropriate

Requirements

  • 5+ years financial industry experience
  • FINRA Series 7, 66 (or 63 and 65) and State Insurance Licenses or willing to obtain after hire
  • Knowledge of financial administrative processes and financial terms
  • Excellent customer service through strong communication skills.
  • Experience working with systems, Microsoft Outlook; Microsoft Office; CRM Sales Force; Orion or similar etc.
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)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial administrative processestrustsbusiness entitiesalternative investmentstax issuesaccount transactionslegal issuesdeath claims
Soft Skills
attention to detailproactive communicationrelationship buildingproblem solvingcollaborationcustomer service
Certifications
FINRA Series 7FINRA Series 66State Insurance Licenses