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Relationship Support Associate at Wealth Enhancement Group - ApplyBlast

Relationship Support Associate

Wealth Enhancement Group

3 days ago

3.9 on Glassdoor

Portland, Oregon, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Relationship Support Associate supports Relationship Managers at FocusPoint Solutions by assisting independent Registered Investment Advisors with operational, compliance, and practice management services. This on-site role handles account administration, custodial operations, billing, and reporting to deliver a high-touch service experience. The position requires strong attention to detail, communication skills, and proficiency with AI tools and financial systems.

Responsibilities

Process custodial paperwork and verify advisor-submitted documents for accuracy
Support billing processes and maintain financial accuracy for clients
Maintain account records and ensure data accuracy within portfolio management systems

Skills

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.