Overview
Client Service Associate Jobs in Portland, USA at Wealth Enhancement Group
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with a 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 Uni Fi processes that go beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our offices nationwide.
Since 1997, Wealth Enhancement has 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 Portland, OR office is looking for a 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 fantastic opportunity for an early-career professional looking to grow with a firm that prioritizes client relationships and professional development. You will work alongside senior advisors to deliver custom financial solutions, learning the nuances of wealth management while developing into a lead planner role.
This is an on-site position working in our office Monday through Friday.
In the spirit of pay transparency, the base salary range for this position is $60,000.00 to $70,000.00
, exclusive of bonuses and benefits. This role is eligible for an annual bonus. We encourage you to apply and provide compensation expectations when you do. We’re open to conversation about compensation.
Responsibilities
- New Client Onboarding:
Ensures accurate completion of prospect / new client paperwork and setup - Follow up on funds transfer from surrendering company
- Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors
- Record incoming assets to the appropriate blotting tool
- Client Relationship Management:
Dialogues with client to understand their personal history and current financial needs and communicates to the advisor or handles issue resolution - Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
- Completes any review follow up needs for client
- May work with client’s tax or legal counsel on client concerns
- Team and Corporate Support:
Assists Advisor Team Operations to streamline processes - Completes operational projects to support enhancements and changes
- Communicates process and sales updates to team
- Manages vendors to Service Level Agreements
- Industry/Company Knowledge:
Demonstrates knowledge and can accurately execute against WEG’s Suitability Guidelines, operational processes, and sales model - Understands financial terminology and products
- Attends Client Services and company educational events
Qualifications
- Superior verbal and written communication skills required
- Proficient with Microsoft Office Suite or related software required
- Ability and interest to learn financial concepts and products
- Ability to work as a team member with deadlines, be flexible under pressure and prioritize work
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 Associate level is $42,500.00 to $63,750.00.
However, the base salary range bolded above is what we expect to pay as a starting range for this position.
Benefits
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…
Title: Client Service Associate
Company: Wealth Enhancement Group
Location: Portland, USA
Category:
