3 wealth enhancement group acquisition Jobs
Wealth Enhancement Group Acquisition is Hiring a Client Service Associate Near Minneapolis, MN
Job Description:
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 90 offices nationwide and are rapidly expanding through organic growth and acquisition.
Our mission is to work together to improve our clients' lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we're looking for like-minded individuals to join our team.
The salary target for this role is $55,000 - $65,000 depending on experience.
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
The Client Service Associate (CSA) role is a corporate resource assisting newly acquired Advisor Teams transition their existing client accounts/business. The key function of the CSA will be to support the repapering process and integration efforts to ensure an effective, efficient and client friendly experience. Key functions will include accurate completion of client paperwork and account set up, timely research/follow up on any issues with clients, vendors/Broker Dealers, WEG corporate teams (Suitability, Operations) and collaboration with Advisor Team leads. This position may also may include some travel.
Client Onboarding
* Support Advisor Teams with completion of client paperwork and account set up to support efficient transfer of existing client accounts. Includes but not limited to required WEAS advisory paperwork, custodial paperwork, BD paperwork (when applicable).
* Review and establish complete and accurate account records in Salesforce (CRM) for transitioning accounts
* Timely follow up for client documents
* Submission of all completed and signed documents to suitability for review and approval
* Coordinate requests with Advisor Team, ATO and all corporate teams.
* Receive and process all mailed client paperwork
Documentation and Reporting
* Accurate tracking and reporting of account transition, including regular communication to Advisor Teams
* Document all core processes
* Master Salesforce reporting
Industry / Product / Company Knowledge
* Demonstrates knowledge and can accurately execute against WEG's Suitability Guidelines and operational processes.
* Understand financial terminology and products
* Working proficiency with annuities mutual funds, separately managed accounts, fixed incomes, stocks, options, alternative investments, hedge funds, charitable giving practices
* Attend Client Services and company educational events
* May attend vendor presentations
Team and Corporate Support
* Assists Advisor Team Operations to streamline processes with a focus on frictionless service to our clients
* Support operational projects to support enhancements and changes
* Communicates process and sales updated to team
Education | Qualifications
* 4-year college degree preferred
* 0 - 3 years of Financial Services experience
* Customer Service training, knowledge, or experience
* Strong organizational skills
* Understanding of wealth management processes; brokerage and RIA environment
* Solid oral and written communication skills
* Strong attention to detail
* Good problem-solving skills
* Ability to work with deadlines, be flexible under pressure and prioritize work
* Proficient with Microsoft Office
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
Job Summary
Full Time
$57k-74k (estimate)
04/27/2024
05/15/2024
The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
02/27/2022: Providence, RI
Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
03/05/2022: Detroit, MI
Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
12/27/2021: Pierre, SD
Step 3: View the best colleges and universities for Client Service Associate.
