Wealth Management: Client Services Associate

Wealth Enhancement Group, LLC; Dubuque (IA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with match and profit sharing

Paid parental leave

Job summary

Wealth Enhancement Group, LLC in Dubuque, IA is looking for a Client Service Associate to provide exceptional client management and support. The position entails responsibilities such as client onboarding, transaction preparation, and knowledge of financial products.

A 4-year college degree is preferred, along with strong communication skills and attention to detail. Comprehensive benefits include medical coverage, paid time off, and a wellness program.

Qualifications

• 0-3 years of industry experience required.
• Ability to learn financial product features and riders.
• Proficiency in financial terminology and products.

Responsibilities

• Ensure office is welcoming and greet clients.
• Prepare account transactions, trades, deposits, and withdrawals.
• Maintain CRM database and client files.

Skills

Customer Service training

Solid oral and written communication skills

Attention to detail

Problem-solving skills

Knowledge of financial concepts and products

Education

4-year college degree preferred

Tools

Microsoft Office

Salesforce

Job description

Wealth Enhancement Group, LLC in Dubuque, IA is looking for a Client Service Associate to provide exceptional client management and support. The position entails responsibilities such as client onboarding, transaction preparation, and knowledge of financial products.

A 4-year college degree is preferred, along with strong communication skills and attention to detail. Comprehensive benefits include medical coverage, paid time off, and a wellness program.