Top 40 Client service associate (on site) Jobs in Dubuque, Ia

Client Service Associate (On-site)
Wealth Enhancement Group —Dubuque, IA
- $42,500 - $637,500 a year
- Full-time
- Office
- Bachelor's degree
- Ability to sit for extended periods
- Profit sharing
- Paid parental leave
Health Educator
Hillcrest Family Services —Dubuque, IA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Profit sharing
- Continuing education credits
Quick Apply
Business Support Specialist-PRN
MercyOne —Dubuque, IA
- Part-time
- Microsoft Word
- Microsoft Excel
- HIPAA
Trading & Operations Associate
Bridgewater Advisors —Dubuque, IA
- $50,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
10d
Logistics Specialist
RFA Engineering —Dubuque, IA
- Full-time
- Bachelor of Science
- Mid-level
- Driver's License
- Health savings account
- Paid holidays
Quick Apply
5d
Project Coordinator
RFA Engineering —Dubuque, IA
- Full-time
- Bachelor of Science
- Mid-level
- Driver's License
- Health savings account
- Paid holidays
Quick Apply
Nurse Practitioner (Per Diem)
ComplexCare Solutions —Dubuque, IA
- $2,400 - $10,000 a month
- Per diem
- Bilingual
- CPR Certification
- Nursing
- 401(k)
Quick Apply
ASSOCIATE PROJECT MANAGER
CLEARSPAN FABRIC STRUCTURES INTERNATIONAL INC —Dyersville, IA
- Full-time
- Construction site
- Writing skills
- Basic math
Quick Apply
Clinical Research Nurse
INNOVO RESEARCH INC —Dubuque, IA
- $77,126.80 - $90,000.00 a year
- Weekends as needed
- Nursing
- Patient monitoring
- RN License
- Disability insurance
- Health insurance
Quick Apply
8d

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Client Service Associate (On-site)

Wealth Enhancement Group -
Dubuque, IA

Apply Now

Job Details

Full-time
$42,500 - $637,500 a year

Benefits

Profit sharing
Paid parental leave
Health savings account
Caregiver leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Pet insurance

Qualifications

Customer records maintenance
Customer communication
Financial services customer support
Customer relationship building
Account maintenance
Investment operations
Greeting customers
Money transfers
Client file management
Mail distribution
Meeting scheduling
Managing clients in a customer support role
Client database systems
Salesforce Cloud
Bachelor's degree
Managing clients in a finance role
Task prioritization
Mail management
Financial product expertise
Financial concepts
Investment account customer support
Financial data management
Sales management systems proficiency
Annuities
Office supply ordering
Data entry
Vendor communication
Hedge funds
Mail processing
CRM system proficiency

Full Job Description

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.

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 www.wealthenhancement.com.

Our 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 account set up
Follow up on funds transfer from surrendering company
Maintains (CRM) database and client files (Filing, copies, data input)
Record incoming assets to the appropriate blotting tool

Client Relationship Management

Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing
May work with client’s tax or legal counsel on client concerns
Gather client data and may prepare the materials for client meetings and reviews

Industry/Product/ Company Knowledge

Demonstrates knowledge and can accurately execute against WE’s Suitability Guidelines, operational processes and sales model
Understands financial terminology and products
Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
Attends Client Services and company educational events
May attend vendor presentations

Team and Corporate Support

Assists Advisor Team Operations to streamline processes
Completes operational projects to support enhancements and changes
Communicates process and sales updates to team

Education/Qualifications

4-year college degree preferred
0-3 years of industry experience
Customer Service training, knowledge or experience
Solid oral and written communication skills
Strong attention to detail
Good problem-solving skills
Proficient with Microsoft Office
Ability and interest to learn financial concepts and products
Ability to work with deadlines, be flexible under pressure and prioritize work
Ability to work as a team member
Ability to learn WE’s sales model, processes and procedures
Ability to learn financial product features and riders
Ability to learn the review process and how the review is completed
Salesforce experience a plus

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 for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. Thus, the entire salary range for those who are classified as the Client Service Associate level is $42,500 to $63,7500. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

#LI-NR1
#LI –Onsite

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

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)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

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.

Apply Now

Refine Your Search

client service associate (on site) jobs in dubuque, ia

Client Service Associate (On-site)

Health Educator

Business Support Specialist-PRN

Trading & Operations Associate

Logistics Specialist

Project Coordinator

Nurse Practitioner (Per Diem)

ASSOCIATE PROJECT MANAGER

Clinical Research Nurse

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