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Wealth Enhancement · 2 months ago

Client Service Associate (Onsite- Part-time)

Albuquerque, NM

Full-time, Part-time

Onsite

New Grad, Entry Level

$17/hr - $22/hr

Wealth Enhancement is an independent wealth management firm passionate about enriching clients' lives. They are seeking a part-time Client Service Associate to provide high-level customer service and support financial advisors, while gaining valuable experience in the financial services industry.

Financial ServicesRisk ManagementWealth Management

Responsibilities

Responsible for greeting clients in for meetings and providing a high level of customer service to new/existing clients

Handle incoming client calls for appointments and service needs

Enthusiastically greet and announce clients

Prepare and maintain beverage stations and obtain beverages for clients

Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries

Maintain office cleanliness and client preparedness (make sure dishes are clean and kitchen area is properly maintained, order various client-related beverages and treats, ensure the Reception Area is proper for client visits)

Organize and coordinate client appreciation and education events

Support financial advisors and their clients by leading and implementing the client service model

Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers

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

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

Maintains CRM-Salesforce database and client files (filing, copies, data input)

Research and follow up on any issues with the broker/dealer, Wealth Enhancement Group operations team, and vendors

Record incoming assets to the appropriate blotting tool

Learn company product suitability guidelines, financial operational processes, and financial sales processes

Support client service functions for all teams as requested

Under the direction of your manager, assist with various office projects as requested

Qualification

Customer service experienceMicrosoft Office SuiteSalesforce experienceFinancial administrationInterpersonal skillsAttention to detailCommunication skillsPositive attitude

Required

Previous customer service/administrative experience is needed

Friendly, outgoing, positive attitude

Professional appearance, voice, and interaction with customers

Excellent oral and written communication skills

Attention to detail and process

Ability to work with all levels of staff and management

Strong interpersonal skills required to develop team and client relationships

Independently prioritize workflow and projects; work in a deadline environment and be flexible

Above average Microsoft Word, Excel, Outlook, and PowerPoint abilities required

Financial administration experience is a plus

Salesforce experience a plus

E-Money experience is a plus

Benefits

Training and professional development

401k with match and profit sharing

Pet insurance

Wellness programs and resources, worker’s compensation

18 days of paid time off (PTO), accrued annually – pro-rated for part-time employees

12 paid holidays each year (10 pre-determined and 2 floating days) – pro-rated for part-time employees

Paid parental leave and paid caregiver leave – pro-rated for part-time employees (Caregiver leave available after 6 months of tenure)

Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Medical, dental and vision coverage (Available to employees and their families)

Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

Life and AD&D insurance – employer paid and voluntary options

Short-term and long-term disability – employer paid

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997