Client Service Manager – Wealth Management

Wealth Enhancement Group; Piscataway Township (NJ); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Health Savings Account (HSA) with ER

Life and AD&D insurance

Short-term and long-term disability

401k with match and profit sharing

PTO and Holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group is seeking a Client Service Manager for our New Market, MD office to act as the liaison between clients and the Financial Advisor. This on-site role may evolve to a hybrid schedule after training. The base salary range is $75,000 to $90,000, exclusive of bonuses and benefits, with eligibility for a discretionary bonus.

We encourage open conversations about compensation. The position emphasizes New Client Onboarding, Client Relationship Management, and seamless

Qualifications

• Bachelor's degree or equivalent preferred, demonstrated through work experience, training, military experience, or education
• 5+ years of wealth management/financial services experience preferred
• Superior verbal and written communication skills
• Organization skills and strong attention to detail with the ability to prioritize workflow and projects
• Team player with the ability to collaborate with others
• Self-starter, self-motivated and results driven
• Builds/maintains effective relationships with clients
• Proficiency with Microsoft Office Suite or related software required
• Familiarity with Salesforce preferred
• Fidelity and Schwab custodial platform experience preferred
• Comfort with learning new AI applications and understanding their appropriate use cases and limitations

Responsibilities

• New client onboarding and paperwork setup
• Follow up on fund transfers; maintain CRM records
• Research and resolve issues with the Broker/Dealer and WE Group Operations
• Record incoming assets using tracking tools
• Engage in dialogue with clients to understand needs
• Process account transactions: trades, deposits, withdrawals and RMDs
• Communicate next steps for client requests and involve the advisor as needed
• Collaborate with clients' tax or legal counsel to resolve client concerns
• Prepare materials for client meetings and reviews
• Conduct tax-related research (e.g., verifying 1099 forms)
• Complete follow-up for client requests
• Support Advisor Team Operations and process improvements

Skills

Wealth management experience

Communication skills

Organization skills

Team collaboration

Self-motivation

Microsoft Office

Salesforce familiarity

Fidelity/Schwab custodial experience

AI tools familiarity

Education

Bachelor's degree or equivalent

Tools

Salesforce familiarity

Microsoft Office

CRM software

Job description

Wealth Enhancement Group is seeking a Client Service Manager for our New Market, MD office to act as the liaison between clients and the Financial Advisor. This on-site role may evolve to a hybrid schedule after training. The base salary range is $75,000 to $90,000, exclusive of bonuses and benefits, with eligibility for a discretionary bonus.

We encourage open conversations about compensation. The position emphasizes New Client Onboarding, Client Relationship Management, and seamless