Client Service Specialist providing Level 2 phone and ticket support for SMB merchant clients. Handling client issues and collaborating with internal teams in a call center environment.
About the role
- Client Service Manager at Wealth Enhancement, supporting client operations and ensuring service excellence. Overseeing client interactions and maintaining high service standards in Overland Park, KS.
Responsibilities
- Be the first point of contact for clients of your advisor and team
- Respond to and resolve client requests, complete necessary financial paperwork, change beneficiaries, establish trusts, etc.
- Serve clients by setting up accounts and ensuring their funds transfer from surrendering company; follow up on fund transfers
- Ensure accurate completion of prospect/new client paperwork
- Record incoming assets to the appropriate blotting tool
- Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
- Maintain (CRM) database and client files (filing, copies, data input)
Requirements
- 4-year degree preferred
- 3-5+ years minimum of customer service experience is preferred, a commitment to exceptional service is required
- Financial administration experience is needed.
- Series 7 and 66 or 7, 65 and 63 licenses preferred
- Strong interpersonal skills required to develop team and client relationships
- Professional presence and communication skills
- Strong attention to detail and process
- Good problem-solving skills, ability to work with deadlines and prioritize work
Benefits
- Training and professional development
- 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
- Life and AD&D insurance – employer paid and voluntary options
- 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)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- 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)
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