Client Service Associate (Onsite- Part-time)

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 80,000 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 www.wealthenhancement.com.

Our Albuquerque, NM office is looking for a part-time Client Service Associate to serve as the first point of contact with customers, clients, and prospects as they call or visit our office. The individual's goal is to provide the highest level of customer service and serve as a 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 position offers an excellent opportunity to gain valuable experience in the financial services industry while developing essential skills for future career advancement, particularly those who might have an interest in becoming a licensed Financial Advisor.

The hourly pay rate for this role is $17-$22/hr. The schedule is Tuesday-Friday, 20-28 hours per week, depending on your availability. (i.e. We can accommodate you working a 5-hour, 6-hour, or 7-hour workday, as long as you're available Tuesday thru Friday).

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Reception Duties

• Responsible for greeting clients in for meetings and providing a high level of customer service to new/existing clients

• Handle incoming client calls for appointments and service needs

• Enthusiastically greet and announce clients

• Prepare and maintain beverage stations and obtain beverages for clients

• Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries

• Maintain office cleanliness and client preparedness (make sure dishes are clean and kitchen area is properly maintained, order various client-related beverages and treats, ensure the Reception Area is proper for client visits)

• Organize and coordinate client appreciation and education events

Client Service Duties

• Support financial advisors 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-Salesforce database and client files (filing, copies, data input)

• Research and follow up on any issues with the broker/dealer, Wealth Enhancement Group operations team, 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

Project Assistance

• Under the direction of your manager, assist with various office projects as requested

Education/Qualifications

• Previous customer service/administrative experience is needed

• Friendly, outgoing, positive attitude

• Professional appearance, voice, and interaction with customers

• Excellen