Retirement Plan Service Coordinator (Onsite)
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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 75,000 households from our over 100 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. We are seeking a dedicated and detail-oriented Retirement Plan Service Coordinator to join our team. In this role, you will provide essential account support and services to achieve the department's objectives and goals, ensuring the overall satisfaction and development of our clients. You will work closely with Portfolio Managers on shared clients to maintain continuity of service between departments and identify potential business opportunities. If you are passionate about delivering exceptional client service and have a keen eye for identifying growth opportunities, we would love to hear from you.
