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Senior Client Service Associate

Wealth Enhancement Group

Wealth Enhancement Group

Customer Service
Atlanta, GA, USA
Posted on Wednesday, July 26, 2023

Job Description:

Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 90 offices nationwide and are rapidly expanding through organic growth and acquisition.

Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team.

Our Atlanta, GA office is looking for a Sr. Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This is a fun, collaborative team that enjoys career advancement opportunities as well as a hybrid work schedule (three days in the office, two days remote).

The salary target for this role is $75-$90K.

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

  • Serve clients by owning the onboarding, account opening and asset transfer processes

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

  • Research and complete any outstanding issues related to the Broker/Dealer or 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, financial operational processes and financial sales processes

Education | Qualifications

  • 4 year degree preferred

  • 5+ years of financial administration and/or customer service experience

  • Experience in a wealth management environment required

  • Strong interpersonal skills required to develop team and client relationships

  • Professional presence and communication skills

  • Strong attention to detail and process

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.

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