Client Service Manager

18 hours ago


New Market, Alabama, United States Wealth Enhancement Group Full time
About Wealth Enhancement Group

Wealth Enhancement is a leading wealth management firm dedicated to delivering exceptional financial services to our clients. With a strong passion for enriching the lives of our clients, we continually strive to perfect our craft of personalized financial planning.

We proudly provide unique financial plans and investment management services to over 61,000 households nationwide, with a team-based approach that sets us apart from the standard approach.

Since 1997, Wealth Enhancement has raised the standard of wealth management with specialized knowledge and more attentive service, helping every client craft their future.

Job Summary

We are seeking a highly professional and knowledgeable Client Service Manager to join our team. This individual will be focused on onboarding and servicing our high-net-worth clients, building trusted relationships and ensuring accurate completion of account paperwork.

The ideal candidate will have a strong desire to problem solve and research, with excellent communication skills and a high level of organization and attention to detail.

Primary Job Functions:
  1. Client Onboarding & Relationship Management
  2. Liaison between advisors and clients to gather data and determine next steps based on financial needs and account resolutions
  3. Ensures accurate completion of account paperwork/set up
  4. Maintains (CRM-Salesforce) database with detailed records and activity notes
  5. Research and follow up on any issues with the Broker/Dealer, corporate teams and custodians
  6. Oversees account maintenance as it relates to address and beneficiary changes, account transactions, deposits, withdrawals, RMDs, QCDs etc.
  7. Maintain details of incoming assets
  8. May work with client's tax or legal counsel on client concerns and data needs
  9. Gather client data and prepare materials for client meetings
  10. Attends regular company webinars on processes and technology changes
Education | Qualifications:

2+ years of industry knowledge and experience in finance/banking (mutual fund, annuity, alternative investment knowledge preferred)

Understands financial terminology as it relates to investments and taxes

Excellent communication skills

Strong desire to problem solve and research

Organization skills, time management and strong attention to detail with the ability to prioritize workflow and projects; able to work with deadlines and be flexible under pressure

Proficient with Microsoft Office

Salesforce knowledge is a plus



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