Client Service Associate

Wealth Enhancement Group; Town of Clinton (WI); On-site; USD 27,552 - 34,440; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match

Paid time off

Wellness programs and resources

Tuition reimbursement

Job summary

Wealth Enhancement Group in Clinton, WI is seeking a Client Service Associate to serve as the liaison between clients and Financial Advisors. You will handle client paperwork, account reviews, and new account setup, supporting the day-to-day client experience in a team-based environment.

This full-time on-site role runs 8:30am-5pm Mon-Thu and 7:30am-4pm Fri, with starting pay between $20.00 and $25.00 per hour, exclusive of bonuses.

Qualifications

• 2+ years of customer service/administrative experience preferred.
• Bachelor’s degree or equivalent preferred, demonstrated through work, training, or education.
• Strong interpersonal and communication skills.
• Professional presence and accuracy in handling details.
• Good problem-solving and deadline-driven prioritization.
• Proficient with Microsoft Office; Salesforce experience a plus.

Responsibilities

• Support Senior Vice President and clients by leading the client service model.
• Facilitate new account setup at custodial level and follow up on transfers.
• Respond to requests and complete necessary financial paperwork.
• Ensure accurate completion of prospect/new client paperwork and set up.
• Maintain Salesforce and client files; data entry and filing.
• Coordinate with custodians, vendors, and operations on issues.
• Learn product suitability guidelines and financial processes.
• Support client service functions for all teams as requested.

Skills

Customer service

Interpersonal skills

Problem solving

Detail orientation

Professional communication

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

About Wealth Enhancement

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 90,000 households from our over 175 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 Clinton, WI office is looking for a Client Service Associate to serve as the liaison between clients and Financial Advisors (FAs). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. Previous experience in a wealth management office is welcome but not required. Candidates with a professional background in other industries can succeed in this role.

This is a full-time, on-site position (40 hours per week). We’re looking for someone available to be in the office from 8:30am-5pm, Monday to Thursday, and 7:30am-4pm on Fridays. We can offer limited flexibility within reason on start/stop times.

In the spirit of pay transparency, we are excited to share the pay range for this position is $20.00/hr to $25.00/hr, exclusive of bonuses and benefits. Compensation, job duties, and title (e.g. Sr. Client Service Associate) will be commensurate with experience and qualifications.

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.

Primary Job Functions

Client Service

• Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model
• Facilitate new account setup 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

Office Administration

• Greet clients and visitors warmly and professionally, ensuring a positive first impression
• Answer and direct incoming phone calls promptly and courteously
• Manage the office calendar, including client appointments and internal meetings
• Support advisors and staff with administrative tasks such as data entry, filing, and scanning
• Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries
• Maintain and order office supplies

Education/Qualifications

• 2+ years of customer service/administrative experience preferred
• Bachelor’s degree or equivalent preferred, demonstrated through one or a combination of the following: work experience, training, military experience, or education
• 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
• Salesforce experience a plus

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at the individual contributor level is $42,500.00 to $63,750.00. However, the pay range bolded above is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• Medical, dental and vision coverage (Available to full-time 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, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.