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Wealth Enhancement · 4 days ago

Senior Client Service Associate (Hybrid Role)

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$70K/yr - $80K/yr

2+ years exp

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Senior Client Service Associate will serve as the liaison between clients and Financial Advisors, managing the client experience, financial paperwork, and account reviews.

Financial ServicesRisk ManagementWealth Management

Hiring Manager

Hannah Borden

Responsibilities

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

Follow up on funds transfer from surrendering company

Maintains (CRM) database and client files

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 and communicates to the advisor or handles issue resolution

Prepares account transactions, trades, deposits, withdrawals, RMDs, etc

Completes any review follow up needs for client

May work with client’s tax or legal counsel on client concerns

Conducts Tax Research (1099s)

Assists Advisor Team Operations to streamline processes

Completes operational projects to support enhancements and changes

Communicates process and sales updates to team

Manages vendors to Service Level Agreements

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, and charitable giving practices

Attends Client Services and company educational events

Qualification

Financial industry experienceClient relationship managementFinancial productsSalesforce experienceWealthscape experienceCustomer service trainingSolid communication skillsAttention to detailProblem-solving skillsTeamwork

Required

2-3 years of financial industry experience

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

Ability to work as a team member

Ability to learn financial product features and riders

Ability to learn the review process and how the review is completed

Preferred

4-year college degree preferred

Salesforce experience a plus

Wealthscape experience a plus

Benefits

Training and professional development

Medical, dental and vision coverage (Available to full-time 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, workers compensation – employer paid

401k with match and profit sharing

Wellness programs and resources

Voluntary benefits, including pet insurance

18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

12 paid holidays each year (10 pre-determined and 2 floating days)

Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

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

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

Plymouth, Minnesota, USA

1001-5000 employees