Relationship Support Associate

Wealth Enhancement; Portland (OR); In loco; USD 60.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental and vision

401k with match

Paid time off

Paid holidays

Parental leave

Descrizione del lavoro

Wealth Enhancement is an independent wealth management firm seeking a Relationship Support Associate to back Relationship Managers serving independent RIAs. The role focuses on account servicing, operational support, and platform utilization, enabling high-touch service and trusted advisor relationships.

The base salary range is $60,000 to $70,000, with additional bonuses and comprehensive benefits. This on-site position emphasizes attention to detail, strong communication, and the ability to

Competenze

• Bachelor's degree or equivalent demonstrated by work experience, training, or education.
• 1–3 years of experience in client service, relationship management, operations, or financial services.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite and CRM systems.
• Commitment to delivering exceptional client and advisor service.
• AI literacy: ability to use AI tools, craft prompts, and evaluate AI outputs.

Mansioni

• Account servicing, custodial processing, and operational accuracy.
• Set up new accounts and maintain account information in portfolio systems.
• Assist with account maintenance and operational requests; support trading-related activities.
• Ensure service requests follow procedures; research and resolve issues.
• Provide advisor-facing support; obtain and prepare reports for Relationship Managers.
• Billing support and maintaining financial accuracy; assist with billing activities.

Conoscenze

Communication

Organization

Multitasking

Microsoft Office

CRM systems

AI literacy

Formazione

Bachelor's degree or equivalent

Strumenti

CRM systems

Portfolio management systems

AI tools

Descrizione del lavoro

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.

We have an exciting opportunity for a Relationship Support Associate! The Relationship Support Associate plays a key role in supporting Relationship Managers at FocusPoint Solutions in assisting independent Registered Investment Advisors (RIAs) who leverage FocusPoint Solutions for operational, compliance, technology, and practice management services. This position is responsible for the administrative functions needed for FocusPoint to deliver a high-touch service experience, build strong advisor relationships, and serve as a trusted resource across account servicing, operational support, and platform utilization. The individual must demonstrate exceptional attention to detail, strong communication skills, efficient execution, and the ability to manage multiple priorities.

This role is an On-site position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $60,000.00 to $70,000.00, exclusive of bonuses and benefits.

Primary Job Functions

Account Administration & Custodial Operations

• Responsible for account servicing, custodial processing, and operational accuracy.


• Process custodial paperwork accurately and timely.


• Verify advisor-submitted paperwork has been accurately processed by custodians.


• Set up new accounts and maintain existing account information in portfolio management systems.


• Assist with account maintenance and operational requests.


• Support trading-related activities.


• Ensure service requests are completed according to established procedures.


• Research and resolve account or custodial issues.


• Escalate concerns when necessary

Advisor & Client Service Manager Support

• Focused on delivering service and support to advisors and internal relationship management teams.


• Respond to advisor service requests in a timely manner.


• Work with custodians to resolve advisor and Relationship Manager issues.


• Serve as a resource for operational questions and support needs.


• Obtain and prepare reports for Relationship Managers to share with advisors.


• Provide administrative and operational support to advisor-facing teams.

Billing & Financial Administration

• Responsible for supporting billing processes and maintaining financial accuracy.


• Assist Relationship Managers with billing activities.


• Support ongoing billing maintenance.

Reporting & Data Management Support

• Focused on accuracy, reporting, and system maintenance.


• Maintain account records within portfolio management systems.


• Ensure accuracy of client and account information being processed.


• Support operational tracking and documentation needs.

Education/Qualifications

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.


• 1–3 years of experience in client service, relationship management, operations, or financial services.


• Strong organizational skills and attention to detail.


• Excellent verbal and written communication skills.


• Ability to manage multiple priorities in a fast-paced environment.


• Proficiency with Microsoft Office Suite and CRM systems.


• Commitment to delivering exceptional client and advisor service.


• AI Literacy: Demonstrated ability to effectively use AI tools and technologies in daily work tasks. Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards. Comfort with learning new AI applications and understanding their appropriate use cases and limitations. As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

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 as this level is $58,300.00 to $81,600.00. However, the base salary range bolded above ($60,000.00 to $70,000.00) 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&DD 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.

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.