Client Service Manager

3 weeks ago

Danbury, United States Wealth Enhancement Group Full time

** Wealth Enhancement Group**

** Client Service Manager**

Danbury, CT 06810

About Wealth Enhancement Group

Wealth Enhancement Group ($33B assets under management) 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 clients with the team-based expertise and resources they need to simplify their financial life.

Our purpose and mission are 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 Danbury, CT office is looking for a Client Service Manager to serve as the liaison between the client and the Financial Advisor (FA). This person will support the Financial Consulting Center. You will work with all aspects of the client experience, including financial paperwork and financial account review preparation.

**Key Functions**

* Serve clients by setting up accounts and ensuring 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.

* Transfer the broker dealer accounts that are assigned to the Financial Consulting Center

* 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

* Support client service functions for all teams as requested.

**Education/Position Requirements**

* 4-year degree preferred

* 3+ years of customer service /administrative experience is needed

* Financial administration experience is a plus

* Series 7 and 66 or 7, 65 and 63 licenses required

* 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

* Proficient with Microsoft Office

* Salesforce experience a plus

IND123

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