About wealth enhancement group
Wealth enhancement group is a greater minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management servicesFounded in 1997, wealth enhancement group serves clients nationwide and continues to expand into new regions each yearWealth enhancement group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life.
Our purpose and mission is to work together to improve our clients lives by seeking to provide them the best possible financial adviceWe are firm believers in the meaning behind teamworkWe share perspectives and explore every point of view, because the best ideas are born from collaborationWe constantly push ourselves and each otherWe strive to be much more than your typical financial services firmWe strive to be the best.
Our plymouth, mn office is looking for a financial client services professional to serve as the 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 opportunity offers remote/hybrid work options.)
Serve the client by setting up accounts and insuring their funds transfer from surrendering company
Respond to and resolve client requests; complete necessary financial paperwork to execute trades, change beneficiaries, establish trusts, etc.
Research and complete any outstanding issues related to the broker/dealer or operations
Gather data and prepare summary reports for the use in client reviews; compile the review documents for the advisor.
Learn company product suitability guidelines, financial operational processes and financial sales processes
4 year degree preferred not required.
3+ years of financial administration and customer service experience.
Strong interpersonal skills required to develop team and client relationships
Professional presence and communication skills
Strong attention to detail and process
The ability to stand or sit for long periods of time, to use the telephone and computer systems.
File documents in high or low cabinets
Ability to lift up to 15 pounds