Client Service Manager

Wealth Enhancement Group; Town of Pittsford (NY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401k with match

Paid time off (PTO)

Paid holidays

Job summary

Wealth Enhancement seeks a Client Service Manager in Pittsford, NY to onboard and service high-net-worth clients. You will manage client data in Salesforce, coordinate transfers, and support advisors with tailored service and documentation.

Ideal candidates have 3+ years in finance, excellent communication, and strong organizational skills. The role offers a competitive base salary, a team bonus, and comprehensive benefits.

Qualifications

• 4-year college degree preferred (or equivalent through work experience).
• 3+ years in finance/banking industry.
• Excellent oral and written communication skills.
• Proficient with Salesforce, Power Point and Microsoft Office.
• Strong organizational skills and attention to detail, with ability to meet deadlines.

Responsibilities

• Onboard new clients: complete paperwork and setup accurately.
• Follow up on funds transfers from surrendering company.
• Maintain CRM-Salesforce database and client records.
• Research and resolve issues with Broker/Dealer, operations, and vendors.
• Record incoming assets and prepare materials for client meetings.

Skills

Client onboarding

Communication

Organization

Team collaboration

Attention to detail

Education

Bachelor's degree

Tools

Salesforce CRM

Microsoft Office

PowerPoint

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. 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 Pittsford, NY office has an excellent opportunity for a Client Service Manager. This individual will be focused on onboarding and servicing our high-net-worth clients. We are looking for someone with a high level of professionalism and knowledge to enhance our relationships with our clients who have complex service and investment needs. This is a collaborative, team-oriented environment offering career advancement opportunities.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $80,000.00 exclusive of bonuses and benefits. This position is also eligible for an annual team bonus.

Primary Job Functions

• New Client Onboarding: Ensures accurate completion of prospect/new client paperwork/set up
• Follow up on funds transfer from surrendering company
• Maintains (CRM-Salesforce) database
• 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 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, includes death claim processing
• May work with client’s tax or legal counsel on client concerns
• 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/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

Team and Corporate Support

• Assists Advisor Team Operations to streamline processes
• Completes operational projects to support enhancements and changes
• Communicates process and sales updates to team

Improve Service Quality by Using Ai and Digital Tools

• Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment.
• Identify and escal

Education/Qualifications

• 4-year college degree preferred (or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education).
• 3+ years of industry experience specifically in finance/banking
• Excellent oral and written communication skills
• Proficient with Salesforce, Power Point and Microsoft Office
• Organization skills and strong attention to detail with the ability to prioritize workflow and projects; able to work with deadlines and be flexible under pressure
• Demonstrated ability to build and maintain effective relationships with clients
• Proficient at using AI and digital tools

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 the Lead level is $51,450.00 to $84,000.00. However, the base salary range bolded above 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. 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.

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 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. Wealth Enhancement Careers