Wealth Enhancement Group

Wealth Enhancement Group

Client Service Associate

Richmond, VA · Full-time

Sponsorship not specified$22k-$26kDetected 12 days ago
SalesforceCRMHRISCustomer SupportResearchCommunicationProblem SolvingMicrosoft 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 90,000 households from our over 175 offices - and growing - nationwide.

Responsibilities

  • Maintain client records and update the CRM database, including data input, filing, and copies.
  • Collaborate with clients' tax or legal counsel to address client concerns.
  • Support operational projects to enhance and implement changes.
  • Manage vendors to align with Service Level Agreements.

Requirements

  • Prepare account transactions, including trades, deposits, withdrawals, and required minimum distributions (RMDs).
  • Demonstrate proficiency with WEG Suitability Guidelines, operational processes, and the sales model.
  • Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field

Compensation

  • 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

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.