Client Service Associate

Wealth Enhancement Group•Arden Hills, MN

42d•$50,000 - $60,000•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 Arden Hills, MN office has an excellent opportunity for a Client Service Associate . 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. New graduates with an interest in Financial Services are encouraged to apply! This position requires on‑site presence, as our team thrives on in‑person collaboration. We also understand that life occasionally requires flexibility, and the team does its best to support those situations when they arise. In the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 – $60,000.00, 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

1- 3 years of customer service /administrative experience is needed.
Excellent communication skills: heavy phone usage required to be successful in the role
Strong process management skills and ability to see tasks through to completion.
Superior Attention to Detail
Problem solving skills
Proficient with Microsoft Excel

Nice To Haves

Bachelor’s Degree preferred, but not required.
Previous experience in a banking or financial services role is a plus
Desire to obtain FINRA licensing (Series 7/66)

Responsibilities

Responding to Client questions by phone and email
Researching and resolving issues by interacting with internal Wealth Enhancement Group departments and our custodial partners
Preparing and processing internal documents and custodial documents for client signature such as applications and transfer forms.
Back-office Advisor Support
Preparing Meeting Materials as needed (generating reports, binding presentations, and gathering statements)
Handling Post-Meeting Action Items (archiving notes, client maintenance forms preparation)
Processing Financial Transactions
Depositing client checks
Processing money movements
Submitting Trade Instructions
General Administrative Duties
Preparing/processing USPS/UPS mailings
Scanning documents

Benefits

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)