Senior 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 90,000 households from our over 175 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 www.wealthenhancement.com . Team Sadoff in our Milwaukee, WI office is looking for a Senior Client 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. This is an on-site position. In the spirit of pay transparency, we would like to share the base salary range for this position is $60,000.00 to $70,000.00 , exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s 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 Salesforce 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, Wealth Enhancement Operations, and vendors   Client Relationship Management Support Senior Vice President (FA), the Client Service Team, and clients by leading and implementing the client 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 Bachelor’s degree in business, finance, economics or related field preferred (or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and education) 4-7+ years of client service experience at an RIA, broker dealer, or similar wealth management firm required …