Senior Client Success & Advisory Leader (Remote)

Wealth Enhancement; United States; Remote; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match

Job summary

Wealth Enhancement is seeking a Senior Client Service Manager for its remote team. The role focuses on serving as a trusted advisor to clients and financial advisors, coordinating complex client service activities, and mentoring staff to maintain service excellence across the practice.

The position supports a nationwide client base, offers a base salary of $100,000–$110,000 with benefits, and requires strong CRM experience, especially Salesforce, Schwab, and Fidelity.

Qualifications

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education preferred.
• 7-10+ years of industry experience required, including client-facing experience.
• Experience with Salesforce (or comparable CRM) required.
• Experience with Schwab and Fidelity required; experience with Pershing preferred.
• Good working knowledge of Word, Excel, Outlook, and PowerPoint required.
• Excellent oral and written communication skills; ability to communicate effectively and work with all levels of staff and clients.
• Ability to prioritize workflow and projects; good problem-solving skills and strong attention to detail.
• Ability to work in a deadline environment and to be flexible under pressure.
• Ability to work as a team member and support more junior staff.
• Comfort with learning new AI applications and understanding their appropriate use cases and limitations; as AI technology evolves, continued learning and adaptation will be expected.

Responsibilities

• Provide advanced support to financial advisors and oversee high-priority client requests and transactions.
• Coordinate client communications and meetings to ensure timely, accurate service.
• Maintain Salesforce database and client files with precision and confidentiality.
• Mentor and train team members to uphold service excellence across the office.
• Manage onboarding and documentation for new clients and accounts.
• Resolve escalated client issues and drive continuous process improvements.

Skills

Communication skills

Client service orientation

Team leadership

AI adaptability

Education

Bachelor's degree or equivalent

7-10+ years industry experience

Tools

Salesforce

Schwab

Fidelity

Word

Excel

Outlook

PowerPoint

Job description

Wealth Enhancement is seeking a Senior Client Service Manager for its remote team. The role focuses on serving as a trusted advisor to clients and financial advisors, coordinating complex client service activities, and mentoring staff to maintain service excellence across the practice.

The position supports a nationwide client base, offers a base salary of $100,000–$110,000 with benefits, and requires strong CRM experience, especially Salesforce, Schwab, and Fidelity.