Financial Client Services Manager

2 months ago

GondrecourtleChâteau, Grand Est, United States Wealth Enhancement Group Full time
About Wealth Enhancement Group

Wealth Enhancement Group is a premier independent wealth management firm dedicated to enhancing the financial well-being of our clients. Our commitment to excellence drives us to refine our personalized financial planning services through our innovative Roundtable and UniFi methodologies, which transcend conventional practices. We proudly serve over 61,000 households across more than 100 offices nationwide.

Since our inception, we have consistently elevated the standards of wealth management, offering specialized expertise and attentive service that empowers every client to shape their financial future. For further details, please visit our website.

Our team is currently seeking a Client Service Professional to act as the key point of contact between clients and Financial Advisors (FAs). This role encompasses all facets of the client experience, including the preparation of financial documentation and account reviews.

This position is on-site and offers a competitive salary range of $50,000 - $60,000, commensurate with experience.

We determine our initial compensation target based on national compensation survey data, and we consider factors such as tenure, performance, and geographic location when extending an offer. We encourage open discussions regarding compensation expectations during the application process.

Key Responsibilities
  • Assist the Senior Vice President (Financial Advisor) and their clients by leading and executing the client service model.
  • Oversee the establishment of new accounts at custodial and broker/dealer levels; monitor fund transfers.
  • Address and resolve client inquiries; complete necessary financial documentation to implement client recommendations, modify beneficiaries, establish trusts, etc.
  • Ensure the accurate completion of prospect/new client documentation and account setup.
  • Maintain the Salesforce database and client records (filing, copying, data entry).
  • Investigate and follow up on any issues with broker/dealers, vendors, and the Wealth Enhancement Group operations team.
  • Record incoming assets using the appropriate tracking tools.
  • Acquire knowledge of company product suitability guidelines, financial operational processes, and sales procedures.
  • Support client service initiatives for all teams as needed.
Qualifications
  • Possession of active securities licenses 7 & 66 (or 7, 63 & 65) - or the ability to obtain them within 6 months of hire - is required.
  • A 4-year degree is preferred.
  • A minimum of 2 years of experience in financial administration is preferred.
  • At least 3 years of customer service or administrative experience is preferred.
  • Strong interpersonal skills are essential for developing relationships with team members and clients.
  • Professional demeanor and effective communication skills are required.
  • Attention to detail and adherence to processes are crucial.
  • Proficient in Microsoft Office applications.
  • Experience with Salesforce is advantageous.
  • Familiarity with E-Money and GMIB Annuities is a plus.
  • Experience with Annuity Order Entry/Annuity Net Systems is also beneficial.
Comprehensive Benefits Package

Our benefits are designed to support four essential aspects of life and work: health and wellness, financial security, professional growth, and work/life balance. Eligible employees may participate in the following benefits and development opportunities:
  • Training and professional development programs.
  • Medical and dental insurance.
  • 401k plan with matching contributions and profit sharing.
  • Health care spending and savings accounts.
  • Dependent care spending account.
  • Vision insurance.
  • Wellness programs and resources.
  • Employer-paid life insurance.
  • Employer-paid short-term and long-term disability insurance.
  • Paid Time Off.
  • 10 paid holidays annually.
  • Paid parental leave.
  • Tuition reimbursement.
Equal Opportunity Employer

We are committed to providing reasonable accommodations during the application process. Information provided in this application will remain confidential and will only be shared with those involved in the selection process.

We are an Equal Opportunity Employer, including individuals with disabilities and veterans. This organization participates in E-Verify.

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