- Ensures accurate completion of prospect/new client paperwork/set up
- Follow up on funds transfer from surrendering company
- Maintains (CRM-Salesforce) database
- Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
- Record incoming assets to the appropriate blotting tool
- Dialogues with client to understand their personal history and current financial needs.
- Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
- Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing
- May work with client's tax or legal counsel on client concerns
- Gather client data and may prepare the materials for client meetings and reviews
- Conducts Tax Research (1099s)
- Completes any review follow up needs for client
- Demonstrates knowledge and can accurately execute against WEG's Suitability Guidelines, operational processes and sales model
- Understands financial terminology and products
- Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
- Attends Client Services and company educational events
- Assists Advisor Team Operations to streamline processes
- Completes operational projects to support enhancements and changes
- Communicates process and sales updates to team
- 4-year college degree preferred
- 2-4 years of industry experience
- The Client Service Manager role requires FINRA 7/63 or 66 licensing.
- Customer Service training, knowledge, or experience
- Solid oral and written communication skills
- Strong attention to detail
- Good problem-solving skills
- Proficient with Microsoft Office
- Ability and interest to learn financial concepts and products
- Ability to work with deadlines, be flexible under pressure and prioritize work
- 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
- 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
-
Nursing service management
1 week ago
ZephyrTech Naples Manor, United StatesAre you passionate about helping people in your nursing profession and value joy in your work? · ▸ If a respectful work environment is important to you, · ▸ if you are looking for a strong team and a positive work atmosphere, · ▸ if appreciation and recognition motivate you, · ...
-
Service Manager
1 week ago
Cintas Lee, United States**Requisition Number**: 170630 · Cintas is seeking a Service Manager to directly manage our customer facing Service team. Responsibilities include hiring and performance management; managing the overall performance of a team; providing leadership by fostering a safe working envir ...
-
Service Manager
1 week ago
HomeTeam Pest Defense Naples, United States** Service Manager** · **Job Category****:** Operations Leadership **Requisition Number****:** SERVI024183 Showing 1 location **Job Details** · **Description** · **At HomeTeam, we put people first.** **We make sure HomeTeamers have the tools, support, and training they need to ...
-
Service Desk Manager
6 days ago
TeamLogic IT, Naples/Sarasota, FL Naples, United StatesBenefits/Perks · Healthcare, 401K, HSA, Vision, Dental · Career Advancement Opportunities · Commissions · Bonuses · Lunch and Coffee · Summary · The Service Desk Manager's role is to oversee all Service Desk staff and ensure that end users are receiving the appropriate assistance ...
-
Service Desk Manager
6 days ago
TeamLogic, Inc. Naples, United StatesBenefits/Perks Healthcare, 401K, HSA, Vision, Dental · Career Advancement Opportunities · Commissions · Bonuses · Lunch and Coffee · Summary · The Service Desk Manager's role is to oversee all Service Desk staff and ensure that end users are receiving the appropriate assist ...
-
Conference Service Manager
1 week ago
Naples Grande Beach Resort Naples, United StatesAbout Us: · At Pyramid Global Hospitality, people come first. As a company that values its employees, Pyramid Global Hospitality is dedicated to creating a supportive and inclusive work environment that fosters diversity, growth, development, and wellbeing. Our commitment to a P ...
-
Service Desk Manager
4 days ago
TeamLogic IT, Naples/Sarasota, FL Naples, United StatesJob Description · Job DescriptionBenefits/PerksHealthcare, 401K, HSA, Vision, Dental · Career Advancement Opportunities · Commissions · Bonuses · Lunch and Coffee · Summary · The Service Desk Managers role is to oversee all Service Desk staff and ensure that end users are receivi ...
-
Member Service Manager
5 days ago
Crunch Fitness - Naples Naples, United StatesJob Description · Job DescriptionCrunch Fitness is now accepting applications for a Manager of Member Services. · Crunch is the fastest growing fitness brand offering our growing membership base; diversity in equipment, proprietary training, and personal services. We stand above ...
-
Security Alarm Service Manager
9 hours ago
Executive Electronics of Southwest Florida Bonita Springs, United States??? Job Opportunity: Security Service Manager ??? · Are you a natural leader with a strong background in security operations and a passion for delivering exceptional service to clients? Join our team as a Security Service Manager and lead our team to success · Key Responsibilitie ...
-
Managing Director, Naples
1 week ago
HERMES OF PARIS INC. Naples, United States** ** · Managing Director, Naples · Contract type: Regular position · Country/Region: United States of America · City: Naples, FL · Job: Retail · Experience: Minimum 6 years · Company: HERMES OF PARIS INC. · *** · Job description · **The Team** · - The Hermès Naples Boutique open ...
-
Landscaping Operations Supervisor
3 days ago
Estate Landscaping & Lawn Management Naples, United States***: · The Operation Supervisor ensure that the goals of the company are realized and responsible for the efficient and effective production of the company service. The end results are to continuous training and hiring of Crew Members, improve efficiency of crews through concentr ...
-
Licensed Practical Nurse, LPN Full Time
4 days ago
Mederi Caretenders Naples, United States Full timeWe are hiring an LPN · The Licensed Practical Nurse in Home Health is responsible for providing quality patient care and performing technical skilled care in the patient's home. · Clinical Competence · Provides high quality clinical services within the scope of practice, as defin ...
-
Early Morning Replenishment Manager
6 days ago
Michaels Stores, Inc. Naples, United StatesStore - NAPLES, FL · Lead and support inventory management and merchandising standards and maintenance. Plan for and provide a well merchandised and in-stock store for the customer to shop. Help customers shop and find what they are looking for. Deliver friendly customer service. ...
-
Medical Assistant
4 days ago
Actalent Naples, United States Full timeActalent is hiring medical assistants with phlebotomy skills in the Naples, FL area · Job Description · We are seeking a Medical Assistant to join our fast-paced oncology center. The ideal candidate will be comfortable managing a high volume of tasks including rooming patients, t ...
-
Leasing Agent
6 days ago
Vida Management Naples, United States**Leasing Agent Job Summary** · Leasing Agents are responsible for leasing, marketing, and maintaining positive resident relations of our communities. Vida Management Leasing Agents are experienced, self-motivated, and willing to be part of a team dedicated to making a difference ...
-
Nurse Unit Manager
9 hours ago
Woodside Health & Rehab Naples, United States**_We are currently seeking a dynamic Unit Manager - RN & LPN_** · **Top Wages and Daily Pay Option Available** · We are seeking a highly-skilled Unit Manager to join our growing team of healthcare professionals. Unit Managers are primarily responsible for overseeing day to day p ...
-
Pharmacy Technician
6 days ago
Family rx Naples, United StatesDuties · - Assist pharmacists in dispensing medications and providing patient care · - Prepare and package medications for distribution · - Maintain inventory of medications and supplies · - Enter prescription information into computer systems accurately · - Answer phone calls an ...
-
Relationship Banker
1 week ago
Bank of America Naples, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
-
Encore Global East Naples, United States Part timePosition Overview · The Technical Specialist is responsible for the technical set up and operation of enhanced mid-level production events in a hospitality environment, while ensuring the utmost in client satisfaction. This position reports to an Associate Director of Project Man ...
-
Assistant Manager
3 days ago
Pacific Dental Services Naples, United States: · Overview: · The role of the Assistant Operations Manager is to assist the Operations Manager in achieving the financial performance and revenue growth strategy for their assigned location(s). The Assistant Manager works with their Operations Manager to understand and leverage ...
Client Service Associate/Client Service Manager - Naples, United States - Wealth Enhancement Group Acquisition
1 week ago
Description
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.
Our Naples, FL team has an excellent opportunity for a Client Service Associate/ Client Service Manager. 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 collaborative, team-oriented environment offering career advancement opportunities. (This can be a hybrid work opportunity after training period.)The salary for the Client Service Associate Role -The salary target for this role is $ 55, ,000. This position is eligible for a team bonus.
The salary for the Client Service Manager Role -The salary target for this role is $ 65, ,000. This position is eligible for a 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 Functions
NEW CLIENT ONBOARDING
CLIENT RELATIONSHIP MANAGEMENT
CLIENT REVIEW PREP AND FOLLOW UP
TEAM AND CORPORATE SUPPORT
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.
#LI-Hybrid
#LI-NR1
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.
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
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.
Client Service Associate/Client Service Manager professionals in Naples
-
Elena Buyanova
Licensed Esthetician
-
Francoise Castaneda
Fundraising / Project Management / Operations
-
Ivan Montero
I am a freelancer and I offer services fin the following: · Photography: · Lifestyle & Fashion Por ...