Client Service Associate (On-site)Wealth Enhancement Group Acquisition • Dubuque, Iowa, United States
Client Service Associate (On-site)
Wealth Enhancement Group Acquisition
- Dubuque, Iowa, United States
- Dubuque, Iowa, United States
Über
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.
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 Dubuque IA office has an excellent opportunity for a Client Service Associate. In this role you will be working on an Advisor Team supporting all aspects of the client experience. We are seeking candidates that have a passion for providing exceptional client service, along with the drive and motivation to deliver results for our fast-growing Team.
This is an in-office position.
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. 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
Reception/ Office
* Ensure office is welcoming; greet clients.
* Schedule meetings manage distribute mail
* Order office slash marketing materials; support vendors and technology sponsors.
New Client Onboarding
* Ensures accurate completion of prospect or new client paperwork and
Sprachkenntnisse
- English
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