Client Service Manager

Wealth Enhancement Group; Town of Brookfield (WI); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Team bonus plan

Job summary

Wealth Enhancement Group in Brookfield, WI is seeking a Client Service Manager to onboard and service clients with a focus on professionalism and financial knowledge. You will serve as the liaison between clients and the Financial Advisor, handling paperwork and account reviews in a collaborative, team-oriented setting.

The role is hybrid, typically in-office 3 days per week, with a salary range of $65,000 to $85,000 plus eligibility for a discretionary Team bonus plan.

Qualifications

• Onboarding and servicing clients with professionalism and financial knowledge.
• Liaises between client and Financial Advisor to enhance service quality.
• Familiarity with Salesforce CRM for client data management.

Responsibilities

• Ensure accurate completion of prospect/new client paperwork and setup.
• Maintain Salesforce database and client files (filing, copies, data input).
• Research and follow up on issues with Broker/Dealer, WEG Operations, and vendors.
• Record incoming assets to the appropriate blotting tool.

Skills

Professionalism

Financial knowledge

Client service

Team collaboration

Tools

Salesforce

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.

For more information, please visit www.wealthenhancement.com.

Our Brookfield, WI office has an excellent opportunity to join us as a Client Service Manager. This individual will be focused on onboarding and servicing our clients. We're looking for someone with a high level of professionalism and financial knowledge to enhance our relationships with our clients who have complex service and investment needs. In this role, you will serve as a liaison between the client and the Financial Advisor and will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This is a collaborative, team-oriented environment offering career advancement opportunities.

This is a hybrid position, typically in-office 3 days per week.

In the spirit of pay transparency, we are excited to share the salary range for this position is $65,000.00 to $85,000.00, exclusive of bonuses and benefits. This role is also eligible to participate in the discretionary Team bonus plan.

Primary Job Functions

New Client Onboarding

• Ensures accurate completion of prospect/new client paperwork/set up

• Follows up on funds transfer from surrendering company

• Maintains Salesforce database and client files (filing, copies, data input)

• Researches and follows up on any issues with the Broker/Dealer, WEG Operations, and vendors

• Records incoming assets to the appropriate blotting tool

Client Relationship Management

• Dialogues with client to understand their personal history and 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, including death claim processing

• May work with client’s tax or legal counsel on client concerns

Client Review Prep and Follow Up

• Gathers 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