Hybrid Client Service Associate – Wealth Management

Wealth Enhancement Group; Ohio; Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Health Savings Account (HSA) with/emJM

401k with match

Paid time off

Paid holidays

Parental leave

Tuition reimbursement

Job summary

Wealth Enhancement Group is seeking a Client Service Associate for our Mayfield Village, OH office ( Hartford, CT option). You will liaison between the client and the Financial Advisor, handle account setup, requests, and prepare financial paperwork to execute recommendations.

This hybrid role is typically in-office four days a week. Bachelor’s degree or equivalent and 2+ years in financial administration or customer service are preferred.

Qualifications

• Bachelor’s degree or equivalent preferred, demonstrated through one or a combination of the following: work experience, training, military experience, or education
• 2+ years of financial administration experience preferred
• 2+ years of customer service/administrative experience preferred
• Strong interpersonal skills required to develop team and client relationships

Responsibilities

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

Skills

Interpersonal skills

Professional presence

Attention to detail

Problem solving

Microsoft Office

AI/digital tools

Salesforce experience

schwab/fidelity experience

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

Wealth Enhancement Group is seeking a Client Service Associate for our Mayfield Village, OH office ( Hartford, CT option). You will liaison between the client and the Financial Advisor, handle account setup, requests, and prepare financial paperwork to execute recommendations.

This hybrid role is typically in-office four days a week. Bachelor’s degree or equivalent and 2+ years in financial administration or customer service are preferred.