Client Service Associate

About Wealth Enhancement Group

Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Team Sadoff in Milwaukee, WI office is looking for a new member of the Client Service Team to serve as the liaison between the client and the Financial Advisor (FA) as an on-site Client Service Associate. You will work with all aspects of the client experience, including financial paperwork and financial account review preparation.

The salary target for this role is $55,000 - $65,000, depending on experience.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

• Support Senior Vice President and their clients by leading and implementing the client service model

• Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers

• Responds to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.

• Ensures accurate completion of prospect/new client paperwork/set up

• Maintains customer relationship management database and client files (filing, copies, data input)

• Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors

• Record incoming assets to the appropriate blotting tool

• Learn Company product suitability guidelines, financial operational processes, and financial sales processes

• Support client service functions for all teams as requested

Education/Qualifications

• 4-year degree preferred

• 3+ years of customer service /administrative experience is needed

• Financial administration experience is a plus

• Strong interpersonal skills required to develop team and client relationships

• Strong attention to detail and process

• Good problem-solving skills, ability to work with deadlines and prioritize work

• Proficient with Microsoft Office

• Salesforce experience a plus

• E-Money experience is a plus

• Experience with GMIB Annuities is a plus

• Experience with Annuity Order Entry/Annuity Net Systems is a plus

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical and dental coverage

• 401k - with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance - employer paid

• Short-term and long-term disability - employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.