Client Service Associate/Client Service Manager

Wealth Enhancement Group•Sartell, MN

17h•$50,000 - $60,000•Onsite

About The Position

About Wealth Enhancement 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 www.wealthenhancement.com. Our St. Cloud, MN office has an excellent opportunity for a Client Service Associate/Client Service Manager. In this role you will be working on an Advisor Team supporting all aspects of the client experience. We are seeking candidates that have a passion for providing exceptional client service, along with the drive and motivation to deliver results for our fast-growing Team. In the spirit of pay transparency, we are excited to share the base salary range for the Client Service Associate position is $50,000.00 - $60,000.00. The base salary range for the Client Service Manager position is $65,000.00 - $75,000.00. 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

Client Service Associate 4-year college degree preferred 0-3 years of 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 WE’s sales model, processes and procedures Ability to learn financial product features and riders Ability to learn the review process and how the review is completed Salesforce experience a plus
Client Service Manager Includes all requirements above, plus: 3-5 years of industry experience.
FINRA Series 7 and 66 (or 63 and 65) licenses required.
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.
To comply with state, pay transparency laws, we must disclose the entire salary grade. Thus, the entire salary range for those who are classified as the Client Service Associate level is $42,500 to $63,7500. The salary for those who are classified as a Client Service Manager level is $ 51,450.00 to $84,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
OSHA Requirements: This position requires the 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

Salesforce experience a plus

Responsibilities

Reception/ Office Ensure office is welcoming; greet clients.
Schedule meetings manage distribute mail Order office slash marketing materials; support vendors and technology sponsors.
New Client Onboarding Ensures accurate completion of prospect or new client paperwork and account set up Follow up on funds transfer from surrendering company Maintains (CRM) database and client files (Filing, copies, data input) Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors Record incoming assets to the appropriate blotting tool
Client Relationship Management Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing May work with client’s tax or legal counsel on client concerns Gather client data and may prepare the materials for client meetings and reviews
Industry/Product/ Company Knowledge Demonstrates knowledge and can accurately execute against WE’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, charitable giving practices Attends Client Services and company educational events May attend vendor presentations
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

Benefits

Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony.
You may be eligible to participate in the following benefits & development opportunities:
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)