Senior Client Onboarding & Services Lead

Wealth Enhancement Group; Los Angeles (CA); Sur place; USD 100 000 - 110 000; Plein temps

Avantages offerts par ce poste

Medical, dental and vision coverage

401k with match and profit sharing

HSA with employer contribution

Résumé du poste

Wealth Enhancement Group in Oakwood, CA is seeking a Client Service Manager to onboard and service high-net-worth clients. You will gather documents, open accounts across platforms, and act as a primary liaison between clients, advisors, and operations.

The role emphasizes relationship management, timely client inquiries responses, and maintaining accurate records for compliance. Strong communication and industry knowledge are essential.

Qualifications

• Bachelor’s degree or equivalent required.
• 2+ years in wealth management client servicing.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office suite.
• Experience with Salesforce or other CRM is a plus.

Responsabilités

• Onboard new high-net-worth clients and gather documents.
• Open new client accounts across relevant platforms.
• Coordinate between clients, advisors, and operations.
• Maintain accurate client records for compliance.
• Prepare client review packets and update Salesforce.

Connaissances

Client Servicing

Wealth Management

Communication

Microsoft Office

Salesforce

Attention to detail

Formation

Bachelor’s degree

Outils

Salesforce

Orion

Fidelity

Schwab

Description du poste

Wealth Enhancement Group in Oakwood, CA is seeking a Client Service Manager to onboard and service high-net-worth clients. You will gather documents, open accounts across platforms, and act as a primary liaison between clients, advisors, and operations.

The role emphasizes relationship management, timely client inquiries responses, and maintaining accurate records for compliance. Strong communication and industry knowledge are essential.