- Ensures accurate completion of prospect or new client paperwork and account set up
- Follow up on funds transfer from surrendering company
- 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
- 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
- Demonstrates knowledge and can accurately execute against WEG's Suitability Guidelines, operational processes and sales model
- Understands financial terminology and products
- Attends Client Services and company educational events
- May attend vendor presentations
- Assists Advisor Team Operations to streamline processes
- Completes operational projects to support enhancements and changes
- Communicates process and sales updates to team
- High school diploma (college degree desirable)
- Financial industry experience is preferred
- Excellent customer service through strong communication skills.
- Ability to prioritize work and projects
- Attention to detail, work with deadlines,
- Works well under pressure on a high-performing team
- Experience working with systems; Microsoft Outlook, Microsoft Office (especially Excel), Salesforce
- 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
client service associate - Fort Myers, FL , USA, United States - Wealth Enhancement Group Acquisition
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 Fort Myers, FL office has an excellent opportunity for a 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.
The salary target for this role is $42, $48, This position is eligible for an annual 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
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.