Accelerate your career.

Explore opportunities across TA's portfolio

Senior Client Service Associate

Wealth Enhancement Group

Wealth Enhancement Group

Customer Service
Walnut Creek, CA, USA
Posted on Tuesday, August 29, 2023

Job Description:

About Wealth Enhancement Group

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 75 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 InConcert Napa Valley Team (INCNV) Team has an excellent opportunity for a Senior Client Service Associate based out of the East Bay servicing our Walnut Creek & El Cerrito CA offices. This role will require you to travel between these two main offices 3 or more days per week (mileage reimbursement applicable). This role is a critical position within our team, responsible for driving the internal team culture of exceptional service as well as delivering exceptional service and support to clients, external partners, and internal advisors. The role serves as a more-than-capable backup for the Client Services Manager and welcomes/desires leadership opportunities. As a member of the Client Services & Advisor Support Team (CAST), this person will also handle general reception and administrative tasks and act as a welcoming face and energy of the company. This role will have opportunity for occasional work from home as work allows. This team highly values work life balance and will be open to further discussions in the interview process.

The salary target for this role is $75,000 - $80,000; this position is eligible for discretionary team bonuses.

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

Exceptional Client Support

  • Serve as the welcoming “face” and steward of the office atmosphere such that clients/visitors feel known, welcomed, served, and engaged in an unwaveringly professional and sophisticated manner and space.
  • Establish oneself as the main point of contact for designated client roster and serve as the “air-traffic controller” for all communications incoming and outgoing (phone/email/etc.) between clients and the internal team. Secondarily serve as a member of the CAST team fielding any and all incoming requests when clients’ designated CAST team member is unavailable.
  • Demonstrate superb eloquence and a broad expertise of the business. Handle inquiries seamlessly and confidently including ability to vet, manage, and route calls/emails, navigate/intercept solicitations, assist with new prospect queries, and actively assume general requests. Proactively initiate outgoing communications, reminders, and updates promptly and professionally.
  • Build and nurture meaningful relationships with designated group of high-net-worth clients for whom you serve as the main support person. Instill confidence as their go-to person for all non-technical requests/inquiries, proactively anticipate needs, and ensure above and beyond, efficient, and thorough execution of needs/requests.
  • Assist in training and equipping the rest of CAST team unto exceptional client service; motivate and hold self and others accountable in reaching and exceed existing standards and goals.
  • Receive the highest ratings possible from client feedback.

Exceptional Advisor Support

  • Proudly serve as the executive assistant and strategic partner for an internal advisor(s). Instill confidence in the advisor that anything handed to you will be not only be done but will be done exceptionally well.
  • As a strategic partner, you ensure the advisor is well-prepared and informed for all client meetings/calls, anticipate client/advisor needs, take a proactive and solutions-driven approach to any issues that may arise, guarantee that the advisor is provided client-related detail/data to aid in client happiness and long-term relationship building.
  • Demonstrate superb eloquence and a broad expertise of the business. Handle inquiries seamlessly and confidently including ability to vet, manage, and route calls/emails, navigate/intercept solicitations, assist with new prospect queries, and actively assume general requests. Proactively initiate outgoing communications, reminders, and updates promptly and professionally.
  • As part of an A-level Cast Team, be able and eager to serve as a back-up for any other CAST team member at any time.
  • Receive the highest ratings possible from advisor feedback.
  • Confident in directly managing up.

Administrative Support

  • As a part of the CAST team, manage and execute all non-client/non-advisor facing requirements and duties at the same level of quality and excellence; involves a high workload.

Team Collaboration, Efficiency & Excellence

  • Drive culture of excellence by going above and beyond what is asked for clients, external partners, and internal advisors; live and breathe the values of a high work ethic, impeccable integrity, positivity, and set a high standard for others to be motivated to reach/exceed.
  • Volunteer for corporate pilot groups, participate in corporate-sponsored internal working groups, and be sought after for feedback/enhancement ideas.
  • Stive to find leadership opportunities within the team/corporate.
  • Work with the ICNV Operations team to ensure CRM/database and process/procedure accuracy & efficiency; suggest processes where none exist, diligently follow existing process, and hold others accountable for the same.
  • Help drive efficiencies by identifying opportunities for improvement, suggesting innovative solutions, and contributing to the overall growth of the team.
  • Hungry to be part of a highly-engaged and highly-functioning ICNV Team; actively contribute to galvanizing the team and reinforcing the culture of high team engagement, betterment, and growth and embrace/pursue leadership opportunities.

EDUCATION/QUALIFICATIONS

  • At least 4 years' experience in a client-facing and/or administrative role, supporting C-suite executives and/or high-net worth clients.
  • Exceptional verbal and written communication skills, with the ability to engage effectively with high-profile clients and executives.
  • 4-year undergraduate bachelor's degree preferred.
  • Experience working in a fast-paced, constantly changing team environment with at least five other team members and with a team of multiple support staff.
  • Experience/interest in the Financial Services Industry a plus.
  • Experience/familiarity with Salesforce, Custodial Advisor Centers such as Schwab, LPL, Fidelity, and/or SEI a plus.
  • Superb proficiency and better-than-average acumen in Microsoft Suite. Experience driving efficiency through these tools is a bonus.
  • Experience using VOIP and traditional telephones a plus.
  • Superb keyboard/typing proficiency.
  • CA Insurance License and/or Notary Public Certification preferred.
  • Travel: Must be willing to travel between Bay Area offices at least 50% of the time.

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

IND123

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.

If you want to view the EEO is the Law poster, please choose your language:
EnglishSpanishChinese

If you want to view the EEO is the Law Supplement poster, please choose your language: EnglishSpanishChinese

If you want to view the Pay Transparency Policy Statement, please click the link: English

Please click the following links to view the FMLA and EPPA posters.

This organization participates in E-Verify. Please click the following links to view the Right To Work and E-Verify posters, available in both English and Spanish.