Client Service Associate / Client Service Manager

Wealth Enhancement Group•Malvern, PA

2d•$60,000 - $90,000•Onsite

About The Position

This role is vital to fostering a culture of exceptional service, delivering personalized support to clients, external partners, and internal advisors. The position supports strong client relationships, and includes opportunities for mentorship and, at the manager level, potential leadership responsibilities within the team. This role is an On-site position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $60,000 to $90,000, exclusive of bonuses and benefits. 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.

Requirements

Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field
Customer service training, knowledge, or experience
Ability and interest in learning financial concepts, products, features, and riders
Willingness to learn and apply WEG’s sales model, processes, and procedures
Strong attention to detail with accurate data entry in Salesforce
Ability to meet deadlines, remain flexible under pressure, and prioritize work effectively
Strong problem-solving skills and collaborative mindset
Superior verbal and written communication skills
Ability to build and maintain effective relationships with internal and external clients
Ability to train and mentor others as needed
Proficiency with Microsoft Office Suite and Salesforce
Ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Nice To Haves

Progressive industry experience appropriate to the role; leadership and tenure at WEG preferred for manager-level candidates
Familiarity with financial products; including annuities, mutual funds, separately managed accounts, fixed income, stocks, options, and charitable giving is preferred but not required
Familiarity with Support Org functionality preferred
Experience with Workday preferred

Responsibilities

Greet clients and ensure the office maintains a clean and professional environment
Schedule meetings with prospects and clients
Manage and distribute mail, including coordinating overnight deliveries
Order office marketing materials and printer supplies
Ensure completion and accuracy of prospect and new client paperwork and account setup
Follow up on funds transfers and maintain CRM databases and client files within Salesforce
Handle filing, copying, and data input; record incoming assets to the appropriate blotting tool
Research and resolve issues in coordination with custodians (currently Schwab and Fidelity), WEG Operations, and vendors
Communicate with clients to understand personal history and current financial needs
Prepare account transactions, including trades, deposits, withdrawals, and required minimum distributions
Resolve client requests and escalate to advisors as appropriate, including processing death claims
Liaise with clients’ tax or legal counsel on relevant matters
Gather client data and prepare materials for meetings and reviews
Conduct tax-related research as needed
Complete all follow-up items related to client reviews
Demonstrate knowledge of and accurately execute WEG’s Suitability Guidelines, operational processes, and sales model
Support Advisor Team Operations with process improvements
Complete operational projects and communicate process updates to team members
Mentor and train Client Service Associates
Participate in company sessions and communities
Manage vendors to established service level agreements
All other duties as assigned.

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)