Client Experience Lead - Wealth Management

Wealth Enhancement Group; Milwaukee (WI); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401k with match

Paid time off and holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group in Milwaukee, WI is seeking a Senior Client Service Associate to join the Client Service Team as a liaison between clients and the Financial Advisor. You will handle onboarding, account reviews, and ongoing client service to support the client experience.

The role requires 4-7+ years of client service in wealth management, a bachelor’s degree, and proficiency with Microsoft Office; Salesforce and Adobe skills are a plus.

Qualifications

• Bachelor’s degree in business, finance, economics or related field preferred (or equivalent demonstrated through work experience, training, military experience, and education)
• 4-7+ years of client service experience at an RIA, broker dealer, or similar wealth management firm required
• Financial administration experience is a plus
• Familiarity with account brokerage paperwork and terms (such as RMD, QCD, IRA, ACH, etc.) preferred
• Strong interpersonal skills required to develop team and client relationships
• Strong attention to detail and process
• Good problem-solving skills, ability to work with deadlines and prioritize work
• Proficient with Microsoft Office required
• Salesforce experience a plus
• Adobe experience is a plus

Responsibilities

• New Client Onboarding: Facilitate new account set up at custodial and broker dealer level; follow up on fund transfers; ensure accurate completion of paperwork; maintain Salesforce database and client files; record incoming assets; research and resolve issues with brokers, operations, and vendors.
• Client Relationship Management: Support Senior VP and clients by leading the client service model; respond to and resolve client requests; complete necessary financial paperwork to execute recommendations; change beneficiaries; establish trusts.
• Client Review Preparation and Follow Up: Gather client data and prepare materials for meetings; support client service functions; complete review follow up.
• Team and Corporate Support: Assist Advisor Team Operations; complete operational projects; communicate updates; manage vendors to SLAs.

Skills

Client service

Interpersonal skills

Attention to detail

Microsoft Office

Salesforce

Adobe

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

Adobe

Job description

Wealth Enhancement Group in Milwaukee, WI is seeking a Senior Client Service Associate to join the Client Service Team as a liaison between clients and the Financial Advisor. You will handle onboarding, account reviews, and ongoing client service to support the client experience.

The role requires 4-7+ years of client service in wealth management, a bachelor’s degree, and proficiency with Microsoft Office; Salesforce and Adobe skills are a plus.