• Maintain client satisfaction and expand employer services within assigned account territory • Drive sales and provide superior customer experience • Initiate client-facing sales efforts for current clients and new logos prospects • Consult with clients to construct solutions to meet their needs • Facilitate and negotiate contract renewals and RFPs through the complete sales cycle • Build and sustain trusted advisor relationships with client executives • Maintain ongoing contact with clients and develop understanding of their environments

• New Client Onboarding: Ensures accurate completion of prospect/new client paperwork/set up. • Follow up on funds transfer from surrendering company. • Maintains CRM-Salesforce database. • Research and follow up on any issues with the Broker/Dealer, Wealth Enhancement Group Operations, and vendors. • Record incoming assets to the appropriate blotting tool. • Client Relationship Management: Dialogues with client to understand their personal history and current financial needs. • 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. • Client Review Prep and Follow Up: Gather client data and may prepare the materials for client meetings and reviews. • Conducts tax research (1099s). • Completes any follow-up needs for clients. • Industry/Company Knowledge: Demonstrates knowledge and can accurately execute against WEG'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, and charitable giving practices. • Attends Client Services and company educational events. • 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.

Role Description We are hiring a remote Client Support Specialist to support hospital clients with account inquiries, reconciliation issues, reporting, and ongoing client follow-up. This is a great fit for someone who has experience managing a book of business, client portfolio, assigned accounts, or ongoing customer/client relationships in a support, billing, banking, healthcare, finance, or operations environment. This is not a sales role — the focus is on client support, account resolution, reporting, Excel, reconciliation, and relationship management. - Support assigned hospital clients with account-related questions and requests - Research and resolve account discrepancies and reconciliation issues - Generate and analyze reports using Excel and internal systems - Maintain accurate documentation and follow-up on open client items - Participate in client calls to review account issues and next steps - Identify data integrity issues and partner with IT/internal teams for resolution - Build strong, professional client relationships through timely communication and follow-through Qualifications - Experience managing client accounts, assigned customers, a book of business, or account queues - Strong Excel skills and comfort working with reports/data - Customer support, account management, billing, banking, healthcare, or financial services experience - Strong attention to detail, communication, organization, and follow-up skills - Ability to work independently in a remote environment Requirements - Reliable home workspace with no distractions - Ethernet connection required - Internet speed test required: 100+ download / 35+ upload - Equipment provided Benefits - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Company Description This is a Contract to Hire position based out of Dallas, TX. The pay range for this position is $26.00 - $26.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Managing day-to-day relationships for assigned customer accounts to ensure service delivery meets contractual expectations • Supporting customer retention by responding to service needs, coordinating issue resolution, and monitoring account activity • Analyzing account performance, service metrics, and customer feedback to identify improvement opportunities • Coordinating with Operations, Billing, and other internal teams to resolve account issues and deliver agreed solutions • Preparing account reviews, customer communications, and service summaries for internal and external stakeholders • Identifying potential risks, service gaps, or upsell opportunities and escalating appropriately