Senior Financial Services Representative Position

6 days ago


Los Angeles, California, United States Wealth Enhancement Group Full time
Wealth Enhancement Group: A Leader in Wealth Management
As a respected leader in the wealth management industry, Wealth Enhancement Group is dedicated to enhancing the lives of our clients through personalized financial planning. Our team-based approach sets us apart from standard wealth management firms, allowing us to tailor our services to meet the diverse needs of our clients. With over 61,000 households served nationwide, we have established ourselves as a trusted partner in the financial services industry. Since 1997, we have been committed to raising the standard of wealth management with specialized knowledge and attentive service.

About the Job Opportunity
We are seeking a highly skilled and experienced Client Service Manager to join our team in Oakwood, CA. This individual will be responsible for managing client relationships, onboarding new clients, and providing exceptional service to high-net-worth individuals. The successful candidate will possess strong communication and interpersonal skills, as well as a deep understanding of the wealth management industry. The salary for this position is estimated at $98,000, based on national compensation survey data, with opportunities for growth and development within the company.

Key Responsibilities:
  • Develop a deep understanding of each client's preferences and circumstances, ensuring exceptional service delivery.
  • Maintain accurate and up-to-date client records, adhering to regulatory requirements and company policies.
  • Act as primary point of contact for clients, fostering trust and long-term partnerships.

Requirements:
  • 4-year college degree preferred.
  • 7+ years of industry experience, specifically in Wealth Management - Client Servicing.
  • Strong written and verbal skills to communicate with clients and team members.
  • Proficiency with Microsoft Office Suite (Outlook, Word, PowerPoint, Excel).
  • Experience with Salesforce, Orion, Fidelity, or Schwab is a plus.


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