Wealth Enhancement Group
Client Service Associate (On-site)
Dubuque, IA · Full-time
Sponsorship not specified$45k-$60kDetected 31 days ago
SalesforceCRMCustomer SupportCommunicationProblem SolvingPublic SpeakingMicrosoft OfficeOSHA
About the role
- 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 80,000 households from our over 140 offices - and growing - nationwide.
Responsibilities
- Schedule meetings manage distribute mail
- Order office slash marketing materials; support vendors and technology sponsors.
- Maintains (CRM) database and client files (Filing, copies, data input)
- Completes operational projects to support enhancements and changes
Requirements
- Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
- 4-year college degree preferred
Compensation
- In the spirit of pay transparency, we are excited to share the base salary range for this position is $45,000.00 - $60,000.00.
Benefits
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- 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)
- 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)
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.
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This listing is sourced directly from Wealth Enhancement Group's careers page and normalized into a canonical job model.