Wealth Enhancement Group

Senior Client Service Associate

Wealth Enhancement Group

full-time

Posted on:

Location Type: Hybrid

Location: Boston • Massachusetts • United States

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Salary

💰 $70,000 - $80,000 per year

Job Level

Senior

About the role

  • Ensures accurate completion of prospect / new client paperwork/set up
  • Follow up on funds transfer from surrendering company
  • Maintains (CRM) database and client files
  • Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
  • Record incoming assets to the appropriate blotting tool
  • Dialogues with client to understand their personal history and current financial needs and communicates to the advisor or handles issue resolution
  • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
  • Completes any review follow up needs for client
  • May work with client’s tax or legal counsel on client concerns
  • Conducts Tax Research (1099s)
  • Assists Advisor Team Operations to streamline processes
  • Completes operational projects to support enhancements and changes
  • Communicates process and sales updates to team
  • Manages vendors to Service Level Agreements
  • 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

Requirements

  • 4-year college degree preferred
  • 2-3 years of financial industry experience
  • Customer Service training, knowledge or experience
  • Solid oral and written communication skills
  • Strong attention to detail
  • Good problem-solving skills
  • Proficient with Microsoft Office
  • Ability and interest to learn financial concepts and products
  • Ability to work with deadlines, be flexible under pressure and prioritize work
  • Ability to work as a team member
  • Ability to learn financial product features and riders
  • Ability to learn the review process and how the review is completed
  • Salesforce experience a plus
  • Wealthscape experience a significant plus
Benefits
  • Training and professional development
  • 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 industry experiencecustomer service trainingtax researchaccount transactionsfinancial product featuresreview processproblem-solving skillsattention to detailcommunication skillsflexibility under pressure
Soft Skills
teamworkoral communicationwritten communicationprioritizationadaptability