Client Service Associate (part-time)

Wealth Enhancement Group•Northbrook, IL

8d•$24 - $28•Onsite

About The Position

The Client Service Associate is a part-time role based in Northbrook, IL, serving as the primary point of contact for clients and fostering a welcoming office environment while delivering an exceptional client experience. This role provides comprehensive administrative and operational support to financial advisors, coordinates meetings and communications, manages account and service requests, and ensures seamless day-to-day office operations. This is a part-time opportunity with the option for a flexible work schedule. The hourly pay range for this role is $24.00 to $28.00/hour, depending on experience.

Requirements

Bachelor's degree (or equivalent experience) in a relevant discipline
Customer service training, knowledge, or experience
Interest in learning financial concepts and products
Ability to work with deadlines, remain flexible under pressure, and prioritize work
Ability to work collaboratively as a team member
Ability to learn WEG's sales mode, processes, and procedures
Ability to learn financial product features and riders
Ability to learn the client review process and its completion
Strong attention to detail and effective problem-solving skills
Superior verbal and written communication skills
Proficiency with Microsoft Office Suite or related software
Demonstrated ability to effectively use AI tools and technologies in daily work, including crafting prompts, evaluating AI-generated content, and integrating AI tools to enhance productivity while maintaining quality standards
Comfort with learning new AI applications and adapting to evolving AI tools and methodologies

Responsibilities

Greet clients and ensure the office is clean and welcoming
Schedule meetings with product vendors and sponsors
Manage and distribute mail and coordinate overnight deliveries
Order office marketing materials and printer supplies; coordinate printer maintenance with vendors and Technology
Ensure accurate completion of prospect and new client paperwork and setup
Follow up on funds transfers from surrendering companies
Maintain the CRM database and client files, including filing, copies, and data input
Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors
Record incoming assets to the appropriate tracking tool
Engage with clients to understand their personal history and current financial needs
Prepare account transactions, trades, deposits, withdrawals, and required minimum distributions (RMDs)
Communicate to understand client requests, resolve issues directly or escalate to advisors as appropriate, including death claim processing
Collaborate with clients' tax or legal counsel as needed
Gather client data and prepare materials for meetings and reviews
Conduct tax research, such as for IRS Forms 1099
Complete follow-up actions resulting from client reviews
Demonstrate knowledge of and adherence to WEG's Suitability Guidelines, operational processes, and sales model
Understand financial terminology and product offerings
Maintain working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
Attend client services and company educational events; may attend vendor presentations
Assist advisor team operations to streamline processes
Complete operational projects to support enhancements and changes
Communicate process and sales updates to the team
Mentor and train Client Service Associates
Manage vendors to Service Level Agreements
All other duties as assigned.

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