Senior Client Experience & Services Lead (Remote)

Wealth Enhancement Group; Novato (CA); Remote; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401k with match

Paid time off (PTO)

Paid holidays

Wellness programs

Tuition and certification support

Job summary

Wealth Enhancement Group in Novato, CA is seeking a Sr Client Service Manager to lead client service activities, coordinate onboarding, and support financial advisors with high‑touch service.

The role emphasizes relationship management, accurate administration, and proactive problem solving, with a fully remote option and a base salary range of $100,000 to $110,000, excluding bonuses and benefits.

Qualifications

• Bachelor's degree or equivalent required.
• 7–10 years of industry experience with client-facing roles.
• Experience with Salesforce (or comparable CRM) required.
• Experience with Schwab and Fidelity; Pershing preferred.
• Strong written and verbal communication; ability to engage with all levels of staff and clients.
• Proficiency in Word, Excel, Outlook, and PowerPoint.

Responsibilities

• Reception/Office Support: answer calls, respond to messages, send follow-ups, and manage routine updates.
• New Client Onboarding: ensure proper paperwork, set up, and data maintenance.
• Client Relationship Management: understand client needs and coordinate requests with advisors.
• Client Review Prep/Follow Up: assemble data for meetings and conduct tax research.
• Industry, Product and Company Knowledge: adhere to guidelines, understand products, and attend company events.
• Team and Corporate Support: mentor juniors, resolve issues, and lead process improvements.

Skills

Relationship management

Communication

Client service excellence

Coordination

Problem solving

Education

Bachelor's degree or equivalent

Tools

Salesforce

Schwab

Fidelity

Pershing

Word

Excel

Outlook

PowerPoint

CRM software

Job description

Wealth Enhancement Group in Novato, CA is seeking a Sr Client Service Manager to lead client service activities, coordinate onboarding, and support financial advisors with high‑touch service.

The role emphasizes relationship management, accurate administration, and proactive problem solving, with a fully remote option and a base salary range of $100,000 to $110,000, excluding bonuses and benefits.