Client Service Associate

Wealth Enhancement Group•Silverdale, WA

2d•$25 - $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 Silverdale, WA office is looking for a 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. This is a on-site position (M-F, 8am-4pm). This position has a 30-minute daily unpaid lunch break, totaling 37.5 hours of paid work per week. This position is eligible for full-time benefits. In the spirit of pay transparency, we are excited to share the pay rate for this position is $25.00/hr to $27.00/hr , exclusive of bonuses and benefits. This role is also eligible for a discretionary bonus plan. 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
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 required

Nice To Haves

Salesforce experience is a plus
Schwab and Fidelity platforms experience is a plus

Responsibilities

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

Benefits

Training and professional development
401k with match and profit sharing
Pet insurance
Wellness programs and resources, worker’s compensation
18 days of paid time off (PTO), accrued annually – pro-rated for part-time employees
12 paid holidays each year (10 pre-determined and 2 floating days) – pro-rated for part-time employees
Paid parental leave and paid caregiver leave – pro-rated for part-time employees (Caregiver leave available after 6 months of tenure )
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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 – employer paid