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Client Service Associate at Wealth Enhancement Group - ApplyBlast

Client Service Associate

Wealth Enhancement Group

3 months ago

3.9 on Glassdoor

Milwaukee, WI

Onsite

Full Time

Senior

0 applicants

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About this role

A Client Service Associate at Wealth Enhancement serves as a liaison between clients and Financial Advisors, managing the full client experience from onboarding to review preparation. The role involves facilitating account setups, maintaining CRM databases, resolving client requests, and supporting operational projects to streamline team processes. This position requires strong attention to detail and proficiency with financial administration tasks within a team-based wealth management environment.

Responsibilities

Facilitate new account setup and fund transfers at custodial levels
Maintain CRM database and client files with accurate data input
Respond to and resolve client requests regarding financial paperwork
Gather client data and prepare materials for financial reviews
Manage vendors to Service Level Agreements and streamline operations

Skills

Qualifications

Bachelor's degree in business, finance, or economics3+ years of customer service or administrative experienceFinancial administration experienceFamiliarity with brokerage paperwork (RMD, QCD, IRA)

About Wealth Enhancement Group

wealthenhancement.com

Headquarters

Plymouth, Minnesota, United States

Company Size

501-1000 employees

Founded

1997

View Profile

Wealth Enhancement Group is a comprehensive wealth management firm offering investment management, financial planning, tax strategies, and estate planning for individuals and businesses. They provide private client services, trust services, and specialized solutions such as retirement planning and business owner consulting, all delivered through a team-based approach.