<h3>About <a href="https://himalayas.app/companies/wealth-enhancement">Wealth Enhancement</a></h3><br><p><a href="https://himalayas.app/companies/wealth-enhancement">Wealth Enhancement</a> 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.</p><br><p>Since 1997, <a href="https://himalayas.app/companies/wealth-enhancement">Wealth Enhancement</a> 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 <a href="http://www.wealthenhancement.com/" rel="nofollow ugc noopener noreferrer" target="_blank">www.wealthenhancement.com</a>.</p><br><p>We have an exciting opportunity for a Sr Client Service Associate on a high-growth team in Jacksonville, FL! This role serves as the liaison between the client and the Financial Advisor (FA). In this position, you will work with all aspects of the client experience by helping to deliver excellent service to their clients, including financial paperwork and financial account review preparation.</p><p><b>This is a Remote position. To be considered you must be located in the Eastern Time Zone.</b></p><p>In the spirit of pay transparency, we are excited to share the base salary range for this position is <b>$50,000.00 to $70,000.00,</b> 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.</p><h3>Primary Job Functions</h3><h3>New Client Onboarding</h3><ul><li><p>Ensures accurate completion of prospect/new client paperwork/set up.</p></li><li><p>Follow up on funds transfer from surrendering company.</p></li><li><h3>Maintains CRM-Salesforce database.</h3></li><li><p>Research and follow up on any issues with the Broker/Dealer, <a href="https://himalayas.app/companies/wealth-enhancement">Wealth Enhancement</a> Group Operations, and vendors.</p></li><li><p>Record incoming assets to the appropriate blotting tool.</p></li></ul><h3>Client Relationship Management</h3><ul><li><p>Dialogues with client to understand their personal history and current financial needs.</p></li><li><p>Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.</p></li><li><p>Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing.</p></li><li><p>May work with client's tax or legal counsel on client concerns.</p></li></ul><h3>Client Review Prep and Follow Up</h3><ul><li><p>Gather client data and may prepar