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Client Service Associate/ Client Service Manager job in Parsippany at Wealth Enhancement Group Acquisition

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Client Service Associate/ Client Service Manager at Wealth Enhancement Group Acquisition

Client Service Associate/ Client Service Manager

Wealth Enhancement Group Acquisition Parsippany, NJ Full-Time
Job Description:

About Wealth Enhancement Group

Wealth Enhancement Group is a Greater Minneapolis-based independent

wealth management firm offering comprehensive and customized financial

planning and investment management services. Founded in 1997, Wealth

Enhancement Group serves clients nationwide and continues to expand into

new regions each year. Wealth Enhancement Group specializes in providing

retail clients with the team-based expertise and resources they need to

simplify their financial life.

Our purpose and mission is to work together to improve our clients' lives

by seeking to provide them the best possible financial advice. We are firm

believers in the meaning behind teamwork. We share perspectives and

explore every point of view, because the best ideas are born from collaboration. We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best.

Our Parsippany, NJ office is looking for a new member of the Client Service Team 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.

Primary Job Functions

* Support Senior Vice President and their clients by leading and implementing the client service model.
* Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers
* Responds to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
* Ensures accurate completion of prospect / new client paperwork/set up
* Maintains (CRM) database and client files (Filing, copies, data input)
* Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
* Record incoming assets to the appropriate blotting tool
* Learn Company product suitability guidelines, financial operational processes, and financial sales processes
* Support client service functions for all teams as requested.

Education/Qualifications

* 4-year degree preferred
* 3+ years of customer service /administrative experience is needed
* Financial administration experience is a plus
* Series 7 and 66 or 7, 65 and 63 licenses required
* Strong interpersonal skills required to develop team and client relationships
* Professional presence and communication skills
* Strong attention to detail and process
* Good problem-solving skills, ability to work with deadlines and prioritize work
* Proficient with Microsoft Office
* Salesforce experience a plus
* E-Money experience is a plus
* Experience with GMIB Annuities is a plus
* Experience with Annuity Order Entry/Annuity Net Systems is a plus

IND123

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.

If you want to view the EEO is the Law poster, please choose your language: English - Spanish - Arabic - Chinese

If you want to view the EEO is the Law Supplement poster, please choose your language: English - Spanish - Chinese

If you want to view the Pay Transparency Policy Statement, please click the link: English

Recommended Skills

  • Administration
  • Annuities
  • Attention To Detail
  • Communication
  • Customer Service
  • Databases
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