Client Service Manager

3 weeks ago


Denver, Colorado, United States Wealth Enhancement Group Full time
About Wealth Enhancement Group

Wealth Enhancement Group is an independent wealth management firm dedicated to delivering exceptional client experiences. We're seeking a skilled Client Service Manager to join our team and play a vital role in shaping the future of our clients' financial well-being.

Key Responsibilities:
  • Support Senior Vice Presidents and their 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 execute client recommendations.
  • Maintain accurate records in our CRM database and client files.
  • 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.

Requirements:
  • 4-year degree preferred.
  • 5+ years of customer service/administrative experience within the Wealth Management/Investments industry.
  • 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.

Benefits:
We offer a comprehensive benefits package that includes training and professional development, medical and dental coverage, 401(k) with match and profit sharing, health care spending and savings accounts, dependent care spending account, vision coverage, wellness programs and resources, life insurance, short-term and long-term disability, paid Time Off, 10 paid holidays each year, paid parental leave, and tuition reimbursement.

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