Sr Client Service Manager

Wealth Enhancement Group; McKinney (TX); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Annual bonus

Health, dental, vision insurance

401k with match

Job summary

Wealth Enhancement Group in McKinney, TX, seeks a Sr. Client Service Manager to lead client service and operations, including wealth planning and account management. The role focuses on coordinating data, reports, and client communications to support senior advisors and maintain top-tier service.

The position is on-site with base salary $100,000–$110,000 plus an annual bonus. Requirements include 5+ years in wealth management, Salesforce expertise, and familiarity with Orion and eMoney.

Qualifications

• 5+ years in financial services, wealth management or planning operations.
• Expertise with Salesforce CRM.
• Working knowledge of Orion portfolio management platform.
• Familiarity with eMoney financial planning software.
• Excellent calendar management and organizational skills.
• Strong written and verbal communication, client-facing.
• License preferences: Series 65 or equivalent.

Responsibilities

• Prepare comprehensive client meeting agendas with transactions, portfolio updates and action items.
• Execute and process client transactions in Orion, including fee billing and reporting.
• Maintain accurate account data and ensure data reconciliation.
• Manage Salesforce CRM: client records, activity logs, dashboards, and automation.
• Update client financial plans in eMoney and present analyses.
• Coordinate advisor calendars and scheduling across time zones.
• Draft polished client communications and follow-ups.
• Oversee onboarding workflows and ensure compliance documentation.

Skills

Salesforce CRM proficiency

Orion portfolio management knowledge

Attention to detail

Organizational skills

Strong communication

Education

Bachelor’s degree in Finance, Business Administration, or related field

Series 65 or FINRA licensing preferred

Tools

Orion

eMoney

Job description

About Wealth EnhancementWealth 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 McKinney, TX office has an exciting opportunity for a Sr. Client Service Manager! This vital leadership position is the operational backbone of our generational wealth transfer, investment management, and comprehensive financial planning practice. As we continue to grow, we seek a detail-oriented, technologically adept professional to elevate client experiences and uphold our reputation for exceptional service and trust.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 $100,000.00 to $110,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.Primary Job FunctionsMeeting Preparation and Client Agenda ManagementPrepare comprehensive agendas for client review appointments, including planned transactions, portfolio updates, and action items.Coordinate pre-meeting data gathering to ensure the lead advisor is fully prepared.Document meeting outcomes, track follow-up items, and ensure post-meeting tasks are completed in a timely manner.Orion Portfolio Management PlatformExecute and process client transactions within the Orion platform, including account maintenance, fee billing, portfolio rebalancing, and reporting.Generate and customize performance reports and client statements.Maintain accurate, up-to-date account data, ensuring all information is synchronized and reconciled.Salesforce CRM AdministrationServe as a high-level Salesforce user, managing client records, activity logs, tasks, and workflow automation.Build and maintain Salesforce dashboards and reports to monitor client relationships, pipeline activity, and service milestones.Ensure the CRM accurately reflects all client interactions and business activities.eMoney Financial Planning SoftwareMaintain and update client financial plans using eMoney, supporting data entry, account aggregation, and plan scenario modeling.Collaborate with the lead advisor to prepare and present financial planning deliverables and analyses.Maintain plan data accuracy and integrity.Calendar and Schedule ManagementManage the advisor's calendar, including client meetings, internal reviews, and follow-up appointments.Resolve scheduling conflicts, send confirmations and reminders, and coordinate across time zones.Anticipate scheduling needs, ensuring preparation time before each client interaction.Maintain systems for recurring review cycles, ensuring timely client touchpoints.Client Communication and Relationship SupportAct as a professional, personable point of contact for clients via phone, email, and Microsoft Teams video calls.Draft, review, and send polished client-facing correspondence, including follow-up emails, meeting summaries, and service updates.Represent the firm’s brand and values across all client communications.Client Operations and ServiceServe as the primary contact for client service requests, coordinating with custodians and third-party providers.Manage new client onboarding workflows, including account documentation and data setup.Oversee compliance-related paperwork, ensuring proper documentation and timely submission.Identify service gaps and recommend process improvements to enhance the client experience.All other duties as assigned.Education & QualificationsMinimum of 5 years in financial services, with direct experience in wealth management or financial planning operationsDemonstrated expertise with Salesforce CRMProficiency with Orion portfolio management platformWorking knowledge of eMoney financial planning softwareProven calendar management and organizational skillsExceptional attention to detail and task management abilitiesOutstanding written and verbal communication skillsComfortable communicating with clients via phone, email, and Microsoft Teams video callsProfessional and personable demeanor, instilling client confidenceHigh level of discretion and integrity handling sensitive financial informationCollaborative team player, contributing to a positive firm cultureSeries 65 or other relevant FINRA/state licensing preferred, or ability to obtain within 6 months of hireExperience in a fee-based RIA or independent wealth management environment preferredFamiliarity with additional financial planning and custodial platforms a plusBachelor’s degree in Finance, Business Administration, or a related field (or equivalent experience) preferredWEG 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 $57,750.00 - $126,000.00. The Sr. Client Service Manager role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above)#LI-MR1#LI - ONSITEComprehensive Benefits OfferingsOur 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. You may be eligible to participate in the following benefits & development opportunities:Training and professional developmentMedical, 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 expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 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 763-417-1700Information 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.Click the following link to view Federal and E-Verify posters: LinkOSHA 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.