Client Service Manager
4 weeks ago
Wealth 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 create tailored solutions for each client. With over 100 offices nationwide, we serve over 61,000 households and continue to grow.
Since 1997, Wealth Enhancement has been raising the standard of wealth management with specialized knowledge and attentive service. We're committed to helping every client craft their future.
Job SummaryWe're seeking a highly skilled Client Service Associate or Manager to serve as the liaison between our clients and Financial Advisors. This role will involve working with all aspects of the client experience, including financial paperwork and account review preparation.
This is a hybrid and remote work opportunity, with a training period for Denver, CO local candidates. The salary target range for this role is $50,000 - $75,000, depending on experience.
Key Responsibilities- Support Senior Vice Presidents and clients by leading and implementing the client service model.
- Facilitate new account setup at the custodial and broker-dealer level, and follow up on fund transfers.
- Respond to and resolve client requests, complete necessary financial paperwork, and establish trusts.
- Maintain accurate client files and databases, and research and follow up on any issues with vendors.
- Record incoming assets and learn company product suitability guidelines, financial operational processes, and financial sales processes.
- 4-year degree preferred.
- 5+ years of customer service/administrative experience in the wealth management/investments industry.
- Financial administration experience is a plus.
- Strong interpersonal skills, professional presence, and communication skills.
- Attention to detail and process, good problem-solving skills, and ability to work with deadlines and prioritize work.
- Proficient with Microsoft Office, and Salesforce experience a plus.
We offer a comprehensive benefits package that balances health and wellness, financial well-being, professional development, and work/life harmony. Benefits include:
- 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.
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