Senior Client Service Associate (Hybrid Role) at Wealth Enhancement Group

About Wealth EnhancementWealth 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 80000 households from our over 140 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 .Our Boston Massachusetts office is looking for a Sr. Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience including financial paperwork and financial account review preparation.This is a hybrid position working partially from home and partially on-site at our office location in Boston. In the spirit of pay transparency we are excited to share the base salary range for this position is $65000.00 to $70000.00 exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. Were big on open conversations so lets have one.Primary Job FunctionsNew Client OnboardingEnsures accurate completion of prospect / new client paperwork/set upFollow up on funds transfer from surrendering companyMaintains (CRM) database and client files Research and follow up on any issues with the Broker/Dealer WEG Operations and vendorsRecord incoming assets to the appropriate blotting toolClient Relationship ManagementDialogues with client to understand their personal history and current financial needs and communicates to the advisor or handles issue resolutionPrepares account transactions trades deposits withdrawals RMDs etc.Completes any review follow up needs for clientMay work with clients tax or legal counsel on client concernsConducts Tax Research (1099s)Team and Corporate SupportAssists Advisor Team Operations to streamline processesCompletes operational projects to support enhancements and changesCommunicates process and sales updates to teamManages vendors to Service Level AgreementsIndustry/Company KnowledgeDemonstrates knowledge and can accurately execute against WEGs Suitability Guidelines operational processes and sales model Understands financial terminology and products Working proficiency with annuities mutual funds separately managed accounts fixed income stocks options alternative investments hedge funds and charitable giving practices Attends Client Services and company educational events Education/Qualifications4-year college degree preferred 2-3 years of financial industry experience Customer Service training knowledge or experience Solid oral and written communication skills Strong attention to detail Good problem-solving skills Proficient with Microsoft Office Ability and interest to learn financial concepts and products Ability to work with deadlines be flexible under pressure and prioritize work Ability to work as a team member Ability to learn financial product features and riders Ability to learn the review process and how the review is completed Salesforce experience a plusWealthscape experience a plusWEG 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. Thus the entire salary range for those who are classified as the Associate level is $51450.00 to $84.000.00. IND123#LI-Onsite#LI-HB1Comprehensive Benefits OfferingsOur 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 participate in the following benefits & development opportunities:Training and professional developmentMedical dental and vision coverage (Available to employees and their families)Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical dependent and transit expensesLife and AD&D insurance employer paid and voluntary optionsShort-term and long-term disability workers compensation employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits including pet insurance18 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 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: LinkOSHA 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.Required Experience:Senior IC Key Skills Restaurant Experience,Time Management,Food Service,Data Entry,Customer Service,Direct Support,Computer Skills,Serving Experience,Medical office experience,Dietary Department Experience,Medical Terminology,Phone Etiquette Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 84 - 51450