Client Service Manager

Wealth Enhancement; Jacksonville (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match

Paid holidays

PTO and vacation

Tuition reimbursement

Job summary

Wealth Enhancement, a Jacksonville, FL based independent wealth management firm, hires a Client Service Manager to provide personalized support, build client trust, and nurture long-term relationships on-site. The role entails onboarding new clients, maintaining client data, facilitating transactions, and coordinating with advisors.

Strong communication, CRM proficiency, and financial services knowledge are essential.

Qualifications

• Bachelor's degree or equivalent, demonstrated through work experience, training, military experience, or education.
• 3-5 years of industry experience
• FINRA Series 7 & 66 (or 63 and 65) a plus, but not required
• Excellent oral and written communication skills
• Ability to train new employees as needed
• Flawless recording of buys/sells and other key data within Salesforce
• Strong knowledge of WEG's sales model
• Proficient with Microsoft Office and Salesforce
• AI literacy: ability to craft prompts and evaluate AI outputs for accuracy

Responsibilities

• Onboard new clients, ensuring paperwork is complete and funds transfers are followed up.
• Maintain CRM/database and client files with data entry.
• Discuss client needs and execute transactions, coordinating with advisors.
• Prepare client meeting materials and conduct follow-up reviews; research tax impacts (1099s).
• Support advisor team operations and vendor relationships to service levels.
• Attend vendor presentations and company education events.

Skills

Communication skills

Client relationship

AI literacy

Time management

Training others

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Office

Workday

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Our Jacksonville, Florida office has an exciting opportunity for a Client Service Manager! Provide personalized support, helping clients navigate their financial goals while building trust and long-term relationships. This role is an On-site position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $55,000.00 to $75,000.00, exclusive of bonuses and benefits.

Primary Job Functions

New Client Onboarding

• Ensure accurate completion of prospect or new client paperwork/set up.
• Follow up on funds transfer from surrendering company.
• Maintain (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.

Client Relationship Management

• Dialogues with client to understand their personal history & current financial needs.
• Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
• Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing.
• May work with client's tax or legal counsel on client concerns.

Client Review Prep and Follow Up

• Gather client data and may prepare the materials for client meetings and reviews.
• Conducts Tax Research (1099s).
• Completes any review follow up needs for client.

Industry / Product / Company Knowledge

• Demonstrates knowledge and can accurately execute against WEG's Suitability Guidelines, operational processes and sales model.
• Understands financial terminology and products.
• Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
• Attends Client Services and company educational events.
• May attend vendor presentations.

Team and Corporate Support

• Mentors and trains CSAs.
• Assists Advisor Team Operations to streamline processes.
• Completes operational projects to support enhancements and changes.
• Communicates process and sales updates to team.
• Participates in WEG offered sessions (Micro Monday, ATO Answers, Client Service Community, RoundTable LIVE, etc.).
• Manages vendors to Service Level Agreements.

Education/Qualifications

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
• 3-5 years of industry experience
• FINRA Series 7 & 66 (or 63 and 65) a plus, but not required
• Excellent oral and written communication skills
• Ability to work with deadlines, be flexible under pressure and prioritize work
• Ability to train new employees as needed
• Flawless recording of buys/sells and other key data within Salesforce
• Builds/maintains effective relationships with internal and external clients
• Developing client relationship/trust as observed by lead FA
• Strong knowledge of WEG's sales model
• Demonstrated industry, product, and company knowledge
• Demonstrates a spirit of collaboration and commitment across WEG initiatives
• Lives and promotes WEG values, core competencies, and brand
• Proficient with Microsoft Office and Salesforce
• Experience with Workday preferred
• AI Literacy:
• Demonstrated ability to effectively use AI tools and technologies in daily work tasks.
• Requirements include: understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.
• Comfort with learning new AI applications and understanding their appropriate use cases and limitations.
• As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $51,450.00 - $84,000.00. However, the base salary range bolded above ($55,000.00 to $75,000.00) is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700.

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.