Senior Client Service Manager

3 weeks ago


Pittsburgh, United States CareerBuilder Full time

** Wealth Enhancement Group**
** Senior Client Service Manager**
Pittsburgh, PA 15222
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide and continues to expand into new regions each year. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life.
Our purpose and mission is to work together to improve our clients lives by seeking to provide them the best possible financial advice. We are firm believers in the meaning behind teamwork. We share perspectives and explore every point of view, because the best ideas are born from collaboration. We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best.
Our Pittsburgh, PA office is looking for a financial services professional to serve as the liaison between the clients and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation.
**Job Functions**
* Serve clients by setting up accounts and insuring their funds transfer from surrendering company; follow up on fund transfers
* Responds to and resolve client requests; complete necessary financial paperwork to execute trades, change beneficiaries, establish trusts, etc.
* Ensures accurate completion of prospect / new client paperwork/set up
* Maintains (CRM) database and client files (Filing, copies, data input)
* Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
* Record incoming assets to the appropriate blotting tool
* Learn Company product suitability guidelines, financial operational processes and financial sales processes
**Education/Certification Requirements**
* 4 year degree preferred
* 3+ years of financial administration and customer service experience
* FINRA Series 7 and 66 Licenses
* Strong interpersonal skills required to develop team and client relationships
* Professional presence and communication skills
* Strong attention to detail and process
**OSHA Requirements**
This position requires the ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, to use the telephone and to use the computer systems.
IND123

#J-18808-Ljbffr



  • Pittsburgh, United States Wealth Enhancement Group Full time

    ** Wealth Enhancement Group** ** Senior Client Service Manager** Pittsburgh, PA 15222 About Wealth Enhancement Group Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients...


  • Pittsburgh, United States The Bank of New York Mellon Corporation Full time

    Service Manager, Client Service, Vice President, Manager, President, Senior, Management, Banking


  • Pittsburgh, United States BNY Mellon Full time

    Client Service - Manages multiple client service teams responsible for providing quality support to clients with transactions and resolving operational issues on a daily basis. Maintains familiarity with industry best practices and seeks opportunities to implement as appropriate. Sets policies and procedures for teams managed. Contributes to the development...


  • Pittsburgh, United States BNY Mellon Full time

    Client Service - Manages multiple client service teams responsible for providing quality support to clients with transactions and resolving operational issues on a daily basis. Maintains familiarity with industry best practices and seeks opportunities to implement as appropriate. Sets policies and procedures for teams managed. Contributes to the development...


  • Pittsburgh, United States BNY Mellon Full time

    Client Service - Manages multiple client service teams responsible for providing quality support to clients with transactions and resolving operational issues on a daily basis. Maintains familiarity with industry best practices and seeks opportunities to implement as appropriate. Sets policies and procedures for teams managed. Contributes to the development...


  • Pittsburgh, United States Veterans Place of Washington Boulevard Inc. Full time

    Job DescriptionJob DescriptionSummary:The Director of Client Services at Veterans Place of Washington Boulevard is the individual with primary responsibility for day-to-day management of all programmatic activities of the organization. This includes overall responsibility for ensuring effective management of the Veteran Resource Center, Workforce Development...


  • Pittsburgh, PA, United States BDO International Full time

    Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...


  • Pittsburgh, United States BNY Mellon Full time

    The Client Service Representative is responsible for the servicing of the deposit and loan portfolio of consumer and business clients of National Banking. The CSR will provide premiere customer service via phone, fax and e-mail across all regions. This position supports the timely response to and resolution of client inquiries regarding deposit and loan...


  • Pittsburgh, United States BNY Mellon Full time

    The Client Service Representative is responsible for the servicing of the deposit and loan portfolio of consumer and business clients of National Banking. The CSR will provide premiere customer service via phone, fax and e-mail across all regions. This position supports the timely response to and resolution of client inquiries regarding deposit and loan...


  • Pittsburgh, Pennsylvania, United States UPMC Senior Communities Full time

    We are UPMC, and we are changing health care for the better. With 96,000 employees, 40 hospitals, 800 doctors' offices and outpatient sites, and a more than 4-million-member Insurance Services Division, we all have one mission: to provide Life Changing Medicine, every day. Whoever you are and whatever you'd like to do, UPMC has a place for you. UPMC Health...

  • Client Services

    5 days ago


    Pittsburgh, United States Intepros Consulting Full time

    IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Client Services Analyst for a critical engagement in Pittsburgh, PA.Client Services Job Description: This role will assist multiple Operations teams who support Wealth Management, Operations though out the life of an account. The functional...

  • Client Services

    2 weeks ago


    Pittsburgh, United States Intepros Consulting Full time

    IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Client Services Analyst for a critical engagement in Pittsburgh, PA.This role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. Supporting client facing...


  • Pittsburgh, United States University of Pittsburgh Full time

    Health Sciences Information Technology provides technology support for the six schools of the Health Sciences at the University of Pittsburgh. The team works to enhance the IT strategy in the Health Sciences and develop a technology organization and Client Service, Associate Manager, Manager, Health Science, Customer Service, Desktop Support, Retail,...


  • Pittsburgh, Pennsylvania, United States Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Client Services

    2 weeks ago


    Pittsburgh, United States LanceSoft Inc Full time

    Job Description: Hours MON-FRIDAY 8:30-5:00 (FLEXIBILE) OT available , position onsite 5 days This role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. Supporting client facing teams, nationwide, in cash disbursements and supporting functions. Executes activities...


  • Pittsburgh, United States UPMC Senior Communities Full time

    We are UPMC, and we are changing health care for the better. With 96,000 employees, 40 hospitals, 800 doctors' offices and outpatient sites, and a more than 4-million-member Insurance Services Division, we all have one mission: to provide Life Changing Medicine, every day. Whoever you are and whatever you'd like to do, UPMC has a place for you. UPMC Health...


  • Pittsburgh, United States Strategic Knections LLC Full time

    Job DescriptionJob DescriptionWe are seeking a friendly, highly-skilled client services representative to make our clients feel valued and supported. In this role, your duties include fostering positive client relations, managing inquiries, and promptly directing customer complaints to relevant departments. Your duties will also include obtaining post-sales...


  • Pittsburgh, PA, United States Cohen & Company Full time

    OverviewCohen & Company Certified Public Accountants We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team! We are open to this position being in any of the following markets:  Buffalo, NY: Cleveland, Akron or Youngstown, OH; Pittsburgh or Philadelphia,...


  • Pittsburgh, United States Upstream Management Full time

    Job DescriptionJob DescriptionAt Upstream Management, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service have overall...

  • Client Services I

    1 day ago


    Pittsburgh, United States The Judge Group Full time

    Hi there! I'm glad you found us.Do you want to be the newest member of a dynamic team in an industry leading company? Well this is your job. We are hiring for a Client Services role and our client is looking to interview and hire ASAP. The full description is below.Job Title: Client ServicesLocation: Pittsburgh PA - HybridDuration: 3+ Months Contract to...