About the Role
The position ensures client service staff have the necessary knowledge and capabilities to deliver exceptional service, while also managing training integration for new and existing advisory practices.
Responsibilities
- Demonstrate strong understanding of client service workflows and core organizational systems
- Provide daily assistance to advisor teams through email and phone support channels
- Follow established quality standards for support interactions
- Meet defined service level agreements for response times
- Conduct onboarding sessions for new employees and those new to the organization
- Deliver training and ongoing support to integration team staff
- Facilitate training on system updates, procedural changes, and skill development for advisor teams as needed
- Assist in maintaining up-to-date process documentation and learning resources for client service personnel
- Provide advanced skill-building sessions upon request
- Attend pre-integration meetings related to acquisitions
- Develop and revise training outlines when leading team sessions
- Offer remote and in-person training and support to integration team members
- Incorporate internal tools and procedural references during training delivery
- Lead and engage in open office hours for all integration teams
- Monitor and report attendance for training events
- Establish evaluation points to assess training effectiveness and identify further needs
- Record time spent on training and support activities in the support organization system
- Collaborate with operations managers to review and revise training content
- Contribute to the creation and improvement of training materials as required
- Highlight opportunities to improve efficiency in operations and advisor team processes
- Learn and master new workflow systems and technological updates
- Assist with testing initiatives when requested
- Train and mentor new team members as needed
Benefits
- Medical, dental, and vision insurance available for full-time employees and their dependents
- Health Savings Account with employer contribution and Flexible Spending Accounts for medical, dependent care, and transit costs
- Life and accidental death & dismemberment insurance, including employer-paid and optional plans
- Employer-paid short-term and long-term disability, and workers' compensation
- 401k plan with company match and profit-sharing option
- Access to wellness programs and well-being resources
- Optional benefits such as pet insurance
- 18 days of paid time off per year, increasing to 25 days after four years of service
- 12 paid holidays annually, including 10 fixed and 2 flexible days
- Paid parental leave and paid caregiver leave, with caregiver benefit available after six months of employment
- Reimbursement for tuition, licensing fees, and professional certifications after meeting eligibility requirements
Other
- This position works to ensure that WEG’s Client Services staff have the knowledge, skills and abilities to provide “best in class” service to our clients.
- The position is responsible for the integration of new advisory practices and for providing training and support to new and existing practices.
- Equal Opportunity Employer, including disabled and veterans.
- This organization participates in E-Verify.
- 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.
- 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.
- 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.
