Client Service Associate

Wealth Enhancement Group•Irvine, CA

1d•$24 - $27•Onsite

About The Position

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 Irvine, CA office is looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA) and provide general office support. You will work with all aspects of the client experience, including financial paperwork, and financial account review preparation. The role supports the Advisor Team by providing the highest level of service to customers, clients, and prospects as they call or visit the Wealth Enhancement Group (WEG) office. This individual also completes administrative requests for the advisory team. You will support the office and Lead Advisor by assisting with technology, providing project assistance, managing day-to-day office administrative tasks, and responding to ad hoc requests. This is an on-site position. In the spirit of pay transparency, we are excited to share the pay range for this position is $24.00/hr to $27.00/hr, 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

4-year degree preferred
1+ years of financial administration experience preferred
2+ years of customer service/administrative experience preferred
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

Nice To Haves

Salesforce experience a plus

Responsibilities

Client Service 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
Provide office support, including typing, generating, and proofreading correspondence, emails, letters, forms, policies and general office documents
Support in generating reports for meetings and presentations
Answer telephone, screen and route phone calls, and take messages as appropriate.
Set up conference calls and video conferences
Manage calendars, schedule appointments, and coordinate meetings
Sort and deliver all incoming mail and deliveries
Handle standard correspondence as requested, including form letters and responses to requests for information
Support clients as they complete paperwork and provide necessary signatures
Keep standard forms up-to-date
File and scan as requested
Establish, maintain and comply with orderly record keeping system, ensuring maintenance of confidential account files and proper workflow
Maintain a clean and organized reception area, conference rooms, and kitchen
Under the direction of your manager, assist with various office projects as requested

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)