Sr Client Service Associate

Wealth Enhancement Group; McKinney (TX); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401k with match

Paid time off

Life and AD&D insurance

Wellness programs

Job summary

Wealth Enhancement Group in McKinney, TX is seeking a Sr. Client Service Manager to lead client service operations within our wealth management practice. You will support annual planning, client meetings, and multi-system workflows to ensure exceptional service and trust.

You will coordinate meeting agendas, manage calendars, and handle CRM, planning software, and brokerage data with accuracy. A client-centric professional with 5+ years in wealth management will thrive in this role, which

Qualifications

• Minimum 5 years in financial services, with direct experience in wealth management or financial planning operations
• Proficiency with Salesforce CRM
• Proficiency with Orion portfolio management platform
• Working knowledge of eMoney financial planning software
• Proven calendar management and organizational skills
• Outstanding written and verbal communication skills
• Comfortable communicating with clients via phone, email, and Microsoft Teams video calls
• Professional and personable demeanor, instilling client confidence
• High level of discretion and integrity handling sensitive financial information
• Collaborative team player, contributing to a positive firm culture
• Series 65 or other relevant FINRA/state licensing preferred, or ability to obtain within 6 months of hire
• Experience in a fee-based RIA or independent wealth management environment preferred
• Familiarity with additional financial planning and custodial platforms a plus
• Bachelor’s degree in Finance, Business Administration, or a related field (or equivalent experience) preferred

Responsibilities

• Prepare client meeting agendas and manage outcomes
• Coordinate pre-meeting data gathering for lead advisor
• Document meeting outcomes and track follow-ups
• Execute transactions in Orion and maintain portfolios
• Generate performance reports and client statements
• Maintain accurate account data and reconciliations
• Serve as high-level Salesforce user; manage client records and dashboards
• Ensure CRM reflects client interactions and business activities
• Maintain client financial plans in eMoney
• Prepare and present planning deliverables with the lead advisor
• Manage advisor calendar and scheduling across time zones
• Handle client communications via phone, email, and Teams
• Draft and send client-facing correspondence
• Oversee client onboarding workflows and compliance paperwork
• Identify service gaps and drive process improvements
• All other duties as assigned

Skills

Client relationship management

Calendar management

Communication skills

Attention to detail

Team collaboration

Education

Bachelor's degree in Finance/Business

Series 65 or FINRA licensing preferred

Tools

Salesforce CRM

Orion portfolio management

eMoney financial planning

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our McKinney, TX office has an exciting opportunity for a Sr. Client Service Manager! This vital leadership position is the operational backbone of our generational wealth transfer, investment management, and comprehensive financial planning practice. As we continue to grow, we seek a detail-oriented, technologically adept professional to elevate client experiences and uphold our reputation for exceptional service and trust.

This role is an On-site position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $100,000.00 to $110,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus.

Primary Job Functions

Meeting Preparation and Client Agenda Management

• Prepare comprehensive agendas for client review appointments, including planned transactions, portfolio updates, and action items.
• Coordinate pre-meeting data gathering to ensure the lead advisor is fully prepared.
• Document meeting outcomes, track follow-up items, and ensure post-meeting tasks are completed in a timely manner.

Orion Portfolio Management Platform

• Execute and process client transactions within the Orion platform, including account maintenance, fee billing, portfolio rebalancing, and reporting.
• Generate and customize performance reports and client statements.
• Maintain accurate, up-to-date account data, ensuring all information is synchronized and reconciled.

Salesforce CRM Administration

• Serve as a high-level Salesforce user, managing client records, activity logs, tasks, and workflow automation.
• Build and maintain Salesforce dashboards and reports to monitor client relationships, pipeline activity, and service milestones.
• Ensure the CRM accurately reflects all client interactions and business activities.

eMoney Financial Planning Software

• Maintain and update client financial plans using eMoney, supporting data entry, account aggregation, and plan scenario modeling.
• Collaborate with the lead advisor to prepare and present financial planning deliverables and analyses.
• Maintain plan data accuracy and integrity.

Calendar and Schedule Management

• Manage the advisor's calendar, including client meetings, internal reviews, and follow-up appointments.
• Resolve scheduling conflicts, send confirmations and reminders, and coordinate across time zones.
• Anticipate scheduling needs, ensuring preparation time before each client interaction.
• Maintain systems for recurring review cycles, ensuring timely client touchpoints.

Client Communication and Relationship Support

• Act as a professional, personable point of contact for clients via phone, email, and Microsoft Teams video calls.
• Draft, review, and send polished client-facing correspondence, including follow-up emails, meeting summaries, and service updates.
• Represent the firm’s brand and values across all client communications.

Client Operations and Service

• Serve as the primary contact for client service requests, coordinating with custodians and third-party providers.
• Manage new client onboarding workflows, including account documentation and data setup.
• Oversee compliance-related paperwork, ensuring proper documentation and timely submission.
• Identify service gaps and recommend process improvements to enhance the client experience.

All other duties as assigned.

Education & Qualifications

• Minimum of 5 years in financial services, with direct experience in wealth management or financial planning operations
• Demonstrated expertise with Salesforce CRM
• Proficiency with Orion portfolio management platform
• Working knowledge of eMoney financial planning software
• Proven calendar management and organizational skills
• Exceptional attention to detail and task management abilities
• Outstanding written and verbal communication skills
• Comfortable communicating with clients via phone, email, and Microsoft Teams video calls
• Professional and personable demeanor, instilling client confidence
• High level of discretion and integrity handling sensitive financial information
• Collaborative team player, contributing to a positive firm culture
• Series 65 or other relevant FINRA/state licensing preferred, or ability to obtain within 6 months of hire
• Experience in a fee-based RIA or independent wealth management environment preferred
• Familiarity with additional financial planning and custodial platforms a plus
• Bachelor’s degree in Finance, Business Administration, or a related field (or equivalent experience) preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $57,750.00 - $126,000.00. The Sr. Client Service Manager role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above)

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.