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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

North Liberty, IA

Onsite

Full Time

Senior

0 applicants

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About this role

A Client Service Associate at Wealth Enhancement serves as the primary liaison between clients and Financial Advisors, managing the client experience from onboarding to account review. The role involves preparing financial paperwork, maintaining CRM databases, resolving client issues, and supporting team operations to deliver exceptional service. Candidates must possess a foundation of financial knowledge, keen attention to detail, and the ability to manage multiple priorities efficiently.

Responsibilities

Ensure accurate completion of new client paperwork and account setup
Prepare account transactions, trades, and withdrawals for clients
Maintain CRM database and client files with attention to detail
Resolve client issues and communicate effectively with Financial Advisors
Conduct tax research and manage vendor service level agreements

Skills

Qualifications

4-year college degree preferred2+ years experience in financial services

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.