Client Service Manager
1 day ago
Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services.
We strive to perfect our craft by utilizing our team-based Roundtable and UniFi processes, which go beyond the standard approach to provide unique financial plans and investment management services to over 61,000 households nationwide.
Since 1997, Wealth Enhancement has raised the standard of wealth management with specialized knowledge and more attentive service, helping every client craft their future.
Our Denver, CO office is seeking a Client Service Associate or Manager to serve as the liaison between the client and the Financial Advisor (FA). This role involves working with all aspects of the client experience, including financial paperwork and financial account review preparation.
The salary target range for this role is $50,000 - $75,000, depending on experience. We encourage you to apply and provide us with your compensation expectations.
Primary Job Functions- Support Senior Vice President and their clients by leading and implementing the client service model.
- Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers.
- Responds to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
- 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.
- 4-year degree preferred.
- 5+ years of customer service /administrative experience within Wealth Management/Investments industry is needed.
- Financial administration experience is a plus.
- 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.
- E-Money experience is a plus.
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony.
- Training and professional development.
- Medical and dental coverage.
- 401k - with match and profit sharing.
- Health care spending and savings accounts.
- Dependent care spending account.
- Vision coverage.
- Wellness programs and resources.
- Life insurance - employer paid.
- Short-term and long-term disability - employer paid.
- Paid Time Off.
- 10 paid holidays each year.
- Paid parental leave.
- Tuition reimbursement.
-
Client Service Manager
3 weeks ago
Denver, Colorado, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach and commitment to personalized financial planning set us apart from the standard approach.Job SummaryWe are seeking a highly skilled Client Service Manager to serve as the...
-
Client Service Manager
5 days ago
Denver, Colorado, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. Our team-based approach, utilizing the Roundtable and UniFi processes, sets us apart from the standard approach. With over 100...
-
Client Service Manager
2 days ago
Denver, Colorado, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement is a leading wealth management firm dedicated to delivering exceptional client experiences. Our team of experts is passionate about helping individuals and families achieve their financial goals.We take a personalized approach to financial planning, using our proprietary Roundtable and UniFi processes to...
-
Senior Client Services Manager
3 weeks ago
Denver, Colorado, United States zLinq Full timeAbout the RoleWe're seeking a highly skilled Client Services Manager to join our team at zLinq. As a key member of our client-facing team, you will be responsible for delivering exceptional customer service and building lasting relationships with our clients.Key ResponsibilitiesAct as a liaison between our clients and communications providers to ensure...
-
Senior Client Services Manager
5 days ago
Denver, Colorado, United States zLinq Full timeJob OverviewAt zLinq, we're seeking a seasoned Client Services Manager to deliver exceptional customer experiences and drive lasting relationships with our clients.Key ResponsibilitiesAct as a liaison between our clients and communications providers, ensuring seamless interactions and optimal solutions.Manage a complex account base, preserving and growing...
-
Client Services Director
4 weeks ago
Denver, Colorado, United States Kennedy Jenks Full timeClient Services ManagerKennedy Jenks is seeking a seasoned Client Services Manager to lead our client-facing teams and drive business growth. As a key member of our team, you will be responsible for developing client strategies, assembling project teams, and executing plans to deliver exceptional results.Key Responsibilities:Lead new business pursuits and...
-
Client Services Director
5 days ago
Denver, Colorado, United States Jobot Full timeAbout UsAt Jobot, we're passionate about helping families achieve their financial goals. With over a decade of experience in managing complex family offices, we've developed a unique approach that combines expertise, technology, and a personal touch.Job SummaryWe're seeking a highly skilled Client Services Lead to join our dynamic team. As a key member of...
-
Client Services Consultant
2 months ago
Denver, Colorado, United States E.A. Buck Financial Services Full timeClient Services ConsultantAre you passionate about delivering exceptional customer service and possess a strong work ethic? E.A. Buck Financial Services is seeking a dedicated and detail-oriented Client Services Consultant to support various industry-specific functions that contribute to the smooth operation of our office. Our commitment to prioritizing our...
-
Client Service Associate
1 month ago
Denver, Colorado, United States Cerity Partners Full timeAbout the RoleCerity Partners is seeking a highly skilled Client Service Associate to join our team. As a key member of our Client Service team, you will play a critical role in supporting our endowment and foundation clients, as well as senior members of the Client Service team.Key ResponsibilitiesGenerate high-quality presentation materials for client...
-
Senior Project Manager
2 weeks ago
Denver, Colorado, United States CoreSite Full timeJob Title: Senior Project Manager - Client ServicesWe are seeking a highly skilled Senior Project Manager to join our Client Services team at CoreSite. As a Senior Project Manager, you will be responsible for leading and coordinating inter-departmental and vendor activities to ensure accurate and timely product/service delivery.Key Responsibilities:Plan,...
-
Client Services Director
6 days ago
Denver, Colorado, United States Jobot Full timeAbout UsAt Jobot, we're dedicated to providing exceptional service to our clients. We value their unique stories and strive to build long-lasting relationships.Job SummaryWe're seeking a highly skilled Client Services Lead to join our dynamic team. As a key member of our client service team, you'll be responsible for solving complex family office problems...
-
Client Services Director
2 days ago
Denver, Colorado, United States Kennedy Jenks Full timeJob Title: Client Services ManagerKennedy Jenks is seeking an experienced and collaborative Client Services Manager to join our growing team in Lakewood, Colorado.Key Responsibilities:Achieve sales targets by leading new pursuits and cultivating, establishing, and maintaining client and partner relationships.Accountable for ensuring successful project...
-
Client Service Associate
5 days ago
Denver, Colorado, United States Cerity Partners Full timeAbout the RoleCerity Partners is seeking a highly skilled Client Service Associate to join our team. As a key member of our Client Service team, you will play a critical role in delivering exceptional client experiences and supporting the growth of our business.Key ResponsibilitiesDevelop and maintain customized presentation materials for client meetings,...
-
Client Service Associate
3 weeks ago
Denver, Colorado, United States gpac Full timeJob Title: Client Service AssociateWe are seeking a highly skilled and organized Client Service Associate to join our high net worth investment advisory team. As a key member of our team, you will be responsible for providing exceptional service to our clients through timely and accurate administrative support.Responsibilities:Serve as the primary point of...
-
Client Service Associate
4 weeks ago
Denver, Colorado, United States gpac Full timeClient Service AssociateWe are seeking a highly skilled Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing exceptional service through timely and accurate administrative support across client accounts.Key Responsibilities:Serve as the primary point of contact for assigned client...
-
Senior Project Manager
4 days ago
Denver, Colorado, United States CoreSite Full timeJob SummaryWe are seeking a highly skilled Senior Project Manager to join our Client Services team at CoreSite. As a key member of our team, you will be responsible for ensuring timely, accurate, and customer-satisfactory new and expansion deployments. Your focus will be on supporting customers in identified geographic markets, as well as managing...
-
Senior Project Manager
4 weeks ago
Denver, Colorado, United States CoreSite Full timeJob SummaryWe are seeking a highly skilled Senior Project Manager to join our Client Services team at CoreSite. As a Senior Project Manager, you will be responsible for leading and coordinating inter-departmental and vendor activities to ensure accurate and timely product/service delivery. You will work closely with customers, Sales Engineering, Data Center...
-
Client Service Associate
4 weeks ago
Denver, Colorado, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach and proprietary processes enable us to provide personalized financial planning and investment management services to over 61,000 households nationwide.Job SummaryWe are seeking...
-
Client Service Associate
6 days ago
Denver, Colorado, United States LPL Financial Holdings, Inc. Full timeJob Title: Client Service AssociateLPL Financial Holdings, Inc. is a leading independent broker-dealer that provides a platform of proprietary technology, brokerage, and investment advisor services. We are seeking a highly skilled Client Service Associate to provide administrative support to our advisors and their staff, as well as the ICA Group home office...
-
Client Service Liaison
2 weeks ago
Denver, Colorado, United States MITTERA Full timeJob Title: Client Service SpecialistMittera is seeking a skilled Client Service Specialist to serve as a liaison between our customers and our company's various areas of expertise.Key Responsibilities:Process orders and monitor schedules to ensure on-time product deliveryWork as a liaison between the client, management, and internal production departments to...