Wealth Enhancement Group
Senior Client Service Associate (Hybrid Role)
Wealth Enhancement Group, Boston, Massachusetts, us, 02298
Our Boston, Massachusetts office is looking for a **Sr.** **Client Service Associate** to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation.* 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 toolClient Relationship Management* 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* Conducts Tax Research (1099s)Team and Corporate Support* 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 AgreementsIndustry/Company Knowledge* 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**Education/Qualifications*** 4-year college degree preferred* 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* Salesforce experience a plus* Wealthscape experience a plus*WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Associate level is $51,450.00 to $84.000.00.*IND123#LI-Onsite#LI-HB1May work with client’s tax or legal counsel on client concerns * Training and professional development* 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, 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)Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit . #J-18808-Ljbffr
* 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 toolClient Relationship Management* 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* Conducts Tax Research (1099s)Team and Corporate Support* 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 AgreementsIndustry/Company Knowledge* 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**Education/Qualifications*** 4-year college degree preferred* 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* Salesforce experience a plus* Wealthscape experience a plus*WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Associate level is $51,450.00 to $84.000.00.*IND123#LI-Onsite#LI-HB1May work with client’s tax or legal counsel on client concerns * Training and professional development* 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, 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)Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit . #J-18808-Ljbffr