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    Senior Client Service Manager - Pittsburgh, United States - Wealth Enhancement Group

    Wealth Enhancement Group
    Wealth Enhancement Group Pittsburgh, United States

    3 weeks ago

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    Description

    ** Wealth Enhancement Group**

    ** Senior Client Service Manager**

    Pittsburgh, PA 15222

    About Wealth Enhancement Group

    Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide and continues to expand into new regions each year. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life.

    Our purpose and mission is to work together to improve our clients lives by seeking to provide them the best possible financial advice. We are firm believers in the meaning behind teamwork. We share perspectives and explore every point of view, because the best ideas are born from collaboration. We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best.

    Our Pittsburgh, PA office is looking for a financial services professional to serve as the liaison between the clients and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation.

    **Job Functions**

    Serve clients by setting up accounts and insuring their funds transfer from surrendering company; follow up on fund transfers

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

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

    Maintains (CRM) 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

    **Education/Certification Requirements**

    4 year degree preferred

    3+ years of financial administration and customer service experience

    FINRA Series 7 and 66 Licenses

    Strong interpersonal skills required to develop team and client relationships

    Professional presence and communication skills

    Strong attention to detail and process

    **OSHA Requirements**

    This position requires the ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, to use the telephone and to use the computer systems.

    IND123

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