Client Success Manager - Wealth Management

Wealth Enhancement Group, LLC; New Market (MD); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

HSA with employer contribution

401k with match and profit sharing

PTO and holidays

Job summary

Wealth Enhancement Group is seeking a Client Service Manager in New Market, MD, to bridge clients and Financial Advisors. This on-site role may become hybrid after training, focusing on onboarding, account administration, and seamless client interactions.

The position emphasizes client relationship management, accurate data handling in Salesforce, and collaboration with tax/legal counsels and external vendors. A background in wealth management and strong communication are required.

Qualifications

• Bachelor’s degree or equivalent; 5+ years wealth management/financial services experience preferred.
• Superior verbal and written communication skills; strong attention to detail.

Responsibilities

• Coordinate onboarding of new clients including paperwork and asset transfer.
• Maintain CRM records in Salesforce and track client interactions.
• Process client transactions and respond to requests with the advisor as needed.
• Assist Advisor Team Operations to streamline processes and support client reviews.

Skills

Client onboarding

CRM management

Communication

Team collaboration

Financial services knowledge

Education

Bachelor's degree

Wealth management experience

Tools

Salesforce

Microsoft Office

Job description

Wealth Enhancement Group is seeking a Client Service Manager in New Market, MD, to bridge clients and Financial Advisors. This on-site role may become hybrid after training, focusing on onboarding, account administration, and seamless client interactions.

The position emphasizes client relationship management, accurate data handling in Salesforce, and collaboration with tax/legal counsels and external vendors. A background in wealth management and strong communication are required.