Client Services Manager: Onboarding & HNW Support

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

Benefits offered by this job

Medical, dental and vision insurance

401k with match

Paid time off and holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group in Oakwood, CA is seeking a Client Service Manager to focus on onboarding and servicing high-net-worth clients. The role involves coordinating onboarding across platforms, maintaining client records, and providing ongoing service with a strong emphasis on compliance and team collaboration.

The role requires a bachelor’s degree and 2+ years in wealth management, with superb communication and mentoring abilities. Competitive salary with team bonus eligibility.

Qualifications

• Bachelor’s degree or equivalent required, demonstrated through one of: work experience, training, military experience, or education
• 2+ years of industry experience, specifically in Wealth Management – Client Servicing
• Strong written and verbal skills to communicate with clients and team members
• Proficiency with Microsoft Office Suite (Outlook, Word, PowerPoint, Excel)
• Experience with Salesforce, Orion, Fidelity, or Schwab is a plus
• Ability to work with deadlines, be flexible under pressure and prioritize or delegate work
• Ability to streamline workflows, enhance client experience, and ensure regulatory compliance.
• Accuracy in handling transactions and managing account opening
• Demonstrates industry and product knowledge with the ability to mentor others on knowledge
• Proven success managing client relationships with High-Net-Worth Clients
• Exceptional interpersonal skills to manage client onboarding, ongoing service and issue resolution.

Responsibilities

• Greet and onboard new clients, ensuring documents are complete and accurate
• Open new client accounts across SF, Orion, and Custodial Systems
• Maintain accurate client data across platforms for compliance
• Serve as primary contact between client, advisor, and custodial/operations during onboarding
• Provide status updates and guide clients through onboarding processes
• Foster trust and long-term partnerships with clients
• Understand client preferences and circumstances to tailor service
• Respond promptly to inquiries and schedule periodic reviews
• Resolve client issues and ensure regulatory compliance
• Keep client records up to date for audits and reviews
• Review and update client financial plans and correspondence
• Prepare client review packets with reports and documents
• Log meeting notes in Salesforce after reviews
• Stay informed about regulatory trends and product knowledge
• Mentor junior team members and share best practices
• Identify process improvements to reduce errors and boost productivity
• Communicate corporate updates and policy changes to the team
• Support management with onboarding and ongoing service improvements

Skills

Client onboarding

Regulatory compliance

High-net-worth service

Microsoft Office

Communication skills

Account opening accuracy

Mentoring teammates

Education

Bachelor’s degree or equivalent

2+ years wealth management experience

Tools

Salesforce

Orion

Fidelity

Schwab

Job description

Wealth Enhancement Group in Oakwood, CA is seeking a Client Service Manager to focus on onboarding and servicing high-net-worth clients. The role involves coordinating onboarding across platforms, maintaining client records, and providing ongoing service with a strong emphasis on compliance and team collaboration.

The role requires a bachelor’s degree and 2+ years in wealth management, with superb communication and mentoring abilities. Competitive salary with team bonus eligibility.