Client Service Associate (Onsite- Part-time)

Wealth Enhancement Group Acquisition•Albuquerque, NM

56d•$17 - $22•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 Albuquerque, NM office is looking for a part-time Client Service Associate to serve as the first point of contact with customers, clients, and prospects as they call or visit our office. The individual's goal is to provide the highest level of customer service and serve as a 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 position offers an excellent opportunity to gain valuable experience in the financial services industry while developing essential skills for future career advancement, particularly those who might have an interest in becoming a licensed Financial Advisor. The hourly pay rate for this role is $17-$22/hr. The schedule is Tuesday-Friday, 20-28 hours per week, depending on your availability. (i.e. We can accommodate you working a 5-hour, 6-hour, or 7-hour workday, as long as you're available Tuesday thru Friday). We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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

Previous customer service/administrative experience is needed
Friendly, outgoing, positive attitude
Professional appearance, voice, and interaction with customers
Excellent oral and written communication skills
Attention to detail and process
Ability to work with all levels of staff and management
Strong interpersonal skills required to develop team and client relationships
Independently prioritize workflow and projects; work in a deadline environment and be flexible
Above average Microsoft Word, Excel, Outlook, and PowerPoint abilities required

Nice To Haves

Financial administration experience is a plus
Salesforce experience a plus
E-Money experience is a plus

Responsibilities

Responsible for greeting clients in for meetings and providing a high level of customer service to new/existing clients
Handle incoming client calls for appointments and service needs
Enthusiastically greet and announce clients
Prepare and maintain beverage stations and obtain beverages for clients
Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries
Maintain office cleanliness and client preparedness (make sure dishes are clean and kitchen area is properly maintained, order various client-related beverages and treats, ensure the Reception Area is proper for client visits)
Organize and coordinate client appreciation and education events
Support financial advisors and their clients by leading and implementing the client service model
Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers
Responds to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
Ensures accurate completion of prospect/new client paperwork/set up
Maintains CRM-Salesforce database and client files (filing, copies, data input)
Research and follow up on any issues with the broker/dealer, Wealth Enhancement Group operations team, and vendors
Record incoming assets to the appropriate blotting tool
Learn company product suitability guidelines, financial operational processes, and financial sales processes
Support client service functions for all teams as requested
Under the direction of your manager, assist with various office projects 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