Part-Time Receptionist/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.

Our Naples, FL office is looking for a part-time Receptionist/Client Service Associate to serve as the first point of contact with customers, clients, and prospects as they call or visit our office. The individual's goal is to provide the highest level of customer service. This position also provides support to financial advisors and other staff within the office.

The hourly pay rate for this role is $20-$22/hr. This position offers 30-32 hours per week (Monday-Thursday) and includes a comprehensive benefits package.

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

Reception Duties

• Responsible for greeting clients in for meetings and providing a high level of customer service to new/existing clients

• Handle incoming client calls for appointments and service needs through switchboard maintenance

• Enthusiastically greet and announce clients

• Prepare and maintain beverage stations and obtain beverages for clients

• Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries

• Maintain office cleanliness and client preparedness (make sure dishes are clean and kitchen area is properly maintained, order various client-related beverages and treats, ensure the Reception Area is proper for client visits)

Client Service Duties

• Support financial advisors 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 CRM-Salesforce database and client files (filing, copies, data input)

• Research and follow up on any issues with the broker/dealer, Wealth Enhancement Group operations team, 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

Project Assistance

• Under the direction of your manager, assist with various office projects as requested

Education/Qualifications

• Previous customer service/administrative experience is needed

• Friendly, outgoing, positive attitude

• Professional appearance, voice, and interaction with customers

• Excellent oral and written communication skills

• Attention to detail and process

• Ability to work with all levels of staff and management

• Strong interpersonal skills required to develop team and client relationships

• Independently prioritize workflow and projects; work in a deadline environment and be flexible

• Above average Microsoft Word, Excel, Outlook, and PowerPoint abilities required

• Financial administration experience is a plus

• Salesforce experience a plus

• E-Money experience 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.