Senior Client Services Manager — Wealth Planning & Onboarding

Wealth Enhancement Group; Walnut Creek, Northern (CA, KY); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Medical, dental & vision

HSA & FSA

Life & AD&D

Disability insurance

401k with match

PTO & holidays

Parental leave

Job summary

Wealth Enhancement Group in Walnut Creek, CA seeks a Sr. Client Service Manager to bridge clients and Financial Advisor Teams, managing client experience, paperwork, and review prep. You will coordinate onboarding, relationship management, and fee/transaction processing within a collaborative environment.

The role requires 7+ years in the industry, FINRA Series 7 and 66 licenses, and a strong focus on accuracy, communication, and client service excellence.

Qualifications

• Bachelor’s degree in business, Finance, Economics, or related field preferred but not required or equivalent as demonstrated through experience.
• 7+ years of industry experience.
• FINRA Series 7 and 66 (or 63 and 65) licenses required.

Responsibilities

• New Client Onboarding: Ensures accurate completion of prospect / new client paperwork/set up; Follow up on funds transfer; Maintains CRM databases; Researches and follows up on issues with Broker/Dealer, WEG Operations, and vendors; Record incoming assets.

Skills

Client service

Financial products

Sales support

Attention to detail

Communication

Microsoft Office

Salesforce

Workday

Team leadership

Education

Bachelor’s degree in business/Finance/Economics

FINRA Series 7 and 66 licenses

Tools

Salesforce

Workday

Job description

Wealth Enhancement Group in Walnut Creek, CA seeks a Sr. Client Service Manager to bridge clients and Financial Advisor Teams, managing client experience, paperwork, and review prep. You will coordinate onboarding, relationship management, and fee/transaction processing within a collaborative environment.

The role requires 7+ years in the industry, FINRA Series 7 and 66 licenses, and a strong focus on accuracy, communication, and client service excellence.