Senior Client Service Associate - St Paul, United States - Wealth Enhancement Group

Wealth Enhancement Group St Paul, United States

4 weeks ago

Description

Job Description:

About Wealth Enhancement GroupWealth 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 Woodbury team has an excellent opportunity for a Sr. Client Service Associate. This individual will be focused on onboarding and servicing our high-net-worth clients.

We are looking for someone with a high level of professionalism and knowledge to enhance our relationships with our clients who have complex service and investment needs.

This is a fun, team-oriented environment offering flexible (hybrid) work arrangements and excellent work life balance. The salary target for this role is $60,000-$80,000; this position is eligible for an annual/team bonus.
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 FunctionsNew Client OnboardingClient onboarding for high-net-worth clients (administrative)Ability to strategically work through complex issues involving trusts, business entities, alternative investments, tax issues, etc.

with high attention to detailsWork closely with custodial referral partners who refer clients to the teamProvide responsive, proactive communication with clients and partners while collaborating with internal departments and team advisors.

Periodically assist advisors in client meetingsClient Relationship ManagementProactively servicing and developing good relationships with new and existing clientsDiligently follow up to resolve any requests or client issues; dialogues with client and internal departments to understand the situation and find a resolutionPrioritize and successfully manage multiple simultaneous tasks with exceptional organizational skillsAssist team with complex account transactions, tax or legal issues or death claimsTeam and Corporate SupportCompletes operational projects to support enhancements and changesWorks well under pressure and knows how to prioritize deadlines.

Handles changing priorities and evolving responsibilities with ease.
Finds a way to work well with people of different personality types and expectations.

Serves as a subject matter expert for company initiative/rolloutsAdvocates for improvement in processes where appropriateIndustry/ Product/ Company KnowledgeDemonstrates knowledge and can accurately execute against WEG's Suitability Guidelines, operational processes, and sales modelUnderstands financial & legal terminology and productsWorking proficiency with advisory managed accounts, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices, trusts, etc.

Attends Client Services and company educational eventsMay attend client meetings and vendor presentations Compliance & Suitability (Transition Support)Provide compliance review and suitability oversight and training to client service and advisors to complete accurate paperwork and reduce NIGO's.

Work with Corporate Compliance to understand processes and procedures, train in the office and resolve issues.

Education/Qualifications5+ years financial industry experienceFINRA Series 7, 66 (or 63 and 65) and State Insurance Licenses or willing to obtain after hireKnowledge of financial administrative processes and financial termsExcellent customer service through strong communication skills.

Experience working with systems, Microsoft Outlook; Microsoft Office; CRM Sales Force; Orion or similar etc.

Comprehensive Benefits OfferingsOur 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 developmentMedical and dental coverage401k - with match and profit sharingHealth care spending and savings accountsDependent care spending accountVision coverageWellness programs and resourcesLife insurance - employer paidShort-term and long-term disability - employer paidPaid Time Off10 paid holidays each yearPaid parental leaveTuition reimbursementShould you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 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:
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