Senior Client Service Associate

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 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 Functions

New Client Onboarding

Ensures accurate completion of prospect / new client paperwork / set up

Follow up on funds transfer from surrendering company

Maintains (CRM) database and client files

Research and follow up on any 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 clients tax or legal counsel on client concerns

Conducts Tax Research (1099s)

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 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 / Qualifications

4-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 plus

Wealthscape experience a plus

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. 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-HB1

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 participate in the following benefits & development opportunities :

Training and professional development

Medical 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 expenses

Life and AD&D 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

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 : Link

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.

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