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Wealth Enhancement · 1 day ago

Sr Client Service Associate (Hybrid Role)

West Conshohocken, PA

Full-time

Hybrid

Mid, Senior Level

$60K/yr - $70K/yr

3+ years exp

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Sr. Client Service Associate will act as a liaison between clients and Financial Advisors, handling client onboarding, relationship management, and preparation for client reviews.

Financial ServicesRisk ManagementWealth Management

Responsibilities

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

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

Maintains (CRM) database and client files (Filing, copies, data input)

Record incoming assets to the appropriate blotting tool

Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors

Support Senior Vice President, the Client Service Team, and clients by leading and implementing the service model

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

Gather client data and may prepare the materials for client meetings and reviews

Support client service functions for all teams as requested

Completes any review follow up needs for client

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

Qualification

Customer service experienceFinancial administrationMicrosoft Office proficiencySalesforce experienceInterpersonal skillsAttention to detailProblem-solving skills

Required

4-year degree in business, finance, economics or related field is preferred

3+ years of customer service /administrative experience for a client-service or investment firm is needed

Strong interpersonal skills required to develop team and client relationships

Strong attention to detail and process

Good problem-solving skills, ability to work with deadlines and prioritize work

Proficient with Excel and other Microsoft Office products

Preferred

Financial administration experience is a plus

Salesforce 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