Senior Wealth Client Services Manager

Wealth Enhancement Group, LLC; Austin (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision

Life & AD&D

Disability insurance

401k with match

Paid time off

Paid holidays

Paid parental leave

Tuition reimbursement

Professional development

Job summary

Wealth Enhancement Group, LLC in McKinney, TX is seeking a Sr. Client Service Associate to serve as the liaison between clients and the Financial Advisor on our High-Net-Worth team.

You will handle onboarding, account reviews, and client communications to deliver exceptional service. The role focuses on onboarding, paperwork, and supporting advisors with transactions, CRM maintenance, and comprehensive client dialogues to address financial needs.

Qualifications

• 3 years Financial Services experience - preferred.
• Minimum of 1 year as Client Service Associate.
• Superior verbal and written communication skills.
• Proficient with Microsoft Office Suite or related software.
• Familiarity with Salesforce and Support Org functionality.
• Experience with Workday preferred.
• Experience with Orion and eMoney is a huge plus.

Responsibilities

• New Client Onboarding: Ensures accurate completion of prospect/new client paperwork/set up.
• Follow up on funds transfer from surrendering company.
• Maintains CRM-Salesforce database.
• Research and follow up on issues with the Broker/Dealer, Wealth Enhancement Group Operations, and vendors.
• Record incoming assets to the appropriate blotting tool.
• Client Relationship Management dialogues to understand client history and needs.
• Prepares account transactions, trades, deposits, withdrawals, etc.

Skills

CRM / Salesforce

Financial services

Microsoft Office

Communication skills

Tools

Salesforce

Workday

Orion

eMoney

Job description

Wealth Enhancement Group, LLC in McKinney, TX is seeking a Sr. Client Service Associate to serve as the liaison between clients and the Financial Advisor on our High-Net-Worth team.

You will handle onboarding, account reviews, and client communications to deliver exceptional service. The role focuses on onboarding, paperwork, and supporting advisors with transactions, CRM maintenance, and comprehensive client dialogues to address financial needs.