Sr 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 .

Team Sadoff in our Milwaukee WI office is looking for an on-site Sr. Cl ient Service Associate to join the Client Service Team 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.

In the spirit of pay transparency we would like to share the base salary range for this position is $55000.00 to $65000.00 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

Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers

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

Maintains (CRM) database and client files (Filing copies data input)

Record incoming assets to the appropriate blotting tool

Research and follow up on any issues with the Broker / Dealer WEG Operations and vendors

Client Relationship Management

Support Senior Vice President the Client Service Team and clients by leading and implementing the service model

Responds to and resolve client requests; complete necessary financial paperwork to execute client recommendations change beneficiaries establish trusts etc.

Client Review Preparation and Follow Up

Gather client data and may prepare the materials for client meetings and reviews

Support client service functions for all teams as requested

Completes any review follow up needs for client

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

Education / Qualifications

4-year degree in business finance economics or related field is preferred

3 years of customer service / administrative experience for a client-service or investment firm is needed

Financial administration experience is a plus

Familiarity with account brokerage paperwork and terms (such as : RMD QCD IRA ACH etc) is preferred

Strong interpersonal skills required to develop team and client relationships

Strong attention to detail and process

Good problem-solving skills ability to work with deadlines and prioritize work

Proficient with Microsoft Office

Salesforce experience a plus

Adobe experience is 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. To comply with state pay transparency laws we must disclose the entire salary grade. The entire salary grade for those who are classified as the Associate level is $51450.00 to $84000.00. However the base salary range bolded above is what we expect to pay as a starting range for this position.

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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 : 51450 - 84000