Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team.
- 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) database and client files (Filing, copies, data input)
- Research and follow up on any issues with the Broker/Dealer, WEG Operations, 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.
- 4-year degree preferred
- 1-3 years of customer service /administrative experience is required; preferably in Wealth Management
- Financial administration experience is a plus
- Strong interpersonal skills required to develop team and client relationships
- Professional presence and communication skills
- 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
- Training and professional development
- Medical and dental coverage
- 401k – with match and profit sharing
- Health care spending and savings accounts
- Dependent care spending account
- Vision coverage
- Wellness programs and resources
- Life insurance – employer paid
- Short-term and long-term disability – employer paid
- Paid Time Off
- 12 paid holidays each year
- Paid parental leave
- Tuition reimbursement
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.