Apply on Employer Site

Wealth Enhancement · 18 hours ago

Client Service Associate

Centennial, CO

Full-time

Hybrid

Entry Level

$24/hr - $27/hr

1+ years exp

Wealth Enhancement is an independent wealth management firm focused on enriching the lives of clients through personalized financial planning. The Client Service Associate will act as a liaison between clients and Financial Advisors, managing client experiences, financial paperwork, and account reviews while supporting the overall client service model.

Financial ServicesRisk ManagementWealth Management

Responsibilities

Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model

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

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

Ensure accurate completion of prospect/new client paperwork and set up

Maintain Salesforce database and client files (filing, copies, data input)

Research and follow up on any issues with the custodians, vendors, and Wealth Enhancement operations department

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

Support client service functions for all teams as requested

Qualification

Financial administrationCustomer serviceSalesforceMicrosoft OfficeInterpersonal skillsCommunication skillsAttention to detailProblem-solving skills

Required

Strong interpersonal skills required to develop team and client relationships

Professional presence and communication skills

Strong attention to detail and process

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

Proficient with Microsoft Office

Preferred

4-year degree preferred

1+ years of financial administration experience preferred

2+ years of customer service/administrative experience preferred

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