Wealth Client Experience Manager

Wealth Enhancement Group; New Market (MD); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Health Savings Account with employer

Life and AD&D insurance

401k with match and profit sharing

PTO and holidays

Job summary

Wealth Enhancement Group in New Market, MD is seeking a Client Service Manager to serve as the liaison between clients and the Financial Advisor. This on-site role covers onboarding, account administration, and facilitating smooth client interactions, with potential for a hybrid schedule after training.

Ideal candidates hold a bachelor’s degree and 5+ years in wealth management, plus strong communication, organization, and teamwork skills.

Qualifications

• Bachelor’s degree or equivalent preferred, demonstrated through one or a combination of the following: work experience, training, military experience, or education
• 5+ years of wealth management/financial services experience preferred
• Superior verbal and written communication skills
• Organization skills and strong attention to detail with the ability to prioritize workflow and projects
• Team player with the ability to collaborate with others
• Self-starter, self-motivated and results driven
• Builds/maintains effective relationships with clients
• Proficiency with Microsoft Office Suite or related software required
• Familiarity with Salesforce preferred
• Fidelity and Schwab custodial platform experience preferred
• Comfort with learning new AI applications and understanding their appropriate use cases and limitations

Responsibilities

• New Client Onboarding: Ensure accurate completion and setup of prospect and new client paperwork
• Follow up on fund transfers from external institutions
• Maintain CRM records in Salesforce
• Research and resolve issues with the Broker/Dealer, Wealth Enhancement Group (WEG) Operations, and vendors
• Record incoming assets using the appropriate tracking tools
• Client Relationship Management: Engage in dialogue with clients to understand their history and financial needs
• Prepare and process account transactions, including trades, deposits, withdrawals, and RMDs
• Communicate and determine next steps for client requests, addressing issues directly or involving the advisor as needed
• Collaborate with clients' tax or legal counsel to resolve client concerns
• Client Review Preparation and Follow Up: Gather client data and prepare materials for client meetings and reviews
• Conduct tax-related research, such as verifying 1099 forms
• Complete any necessary follow-up for client requests
• Industry and Company Knowledge: Demonstrate understanding and accurate execution of WEG’s Suitability Guidelines, operational processes, and sales models
• Apply knowledge of financial terminology and related products
• Utilize working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
• Attend Client Services and company educational events
• Team and Corporate Support: Assist Advisor Team Operations to streamline internal processes
• Complete operational projects in support of process enhancements and organizational changes
• Communicate process and sales updates to team members
• All other duties as assigned.

Skills

Communication

Team player

Self-starter

Relationship building

Attention to detail

Education

Bachelor’s degree or equivalent

5+ years wealth management/financial services experience

Fidelity and Schwab custodial platform experience

Familiarity with Salesforce

Proficiency with Microsoft Office Suite

Tools

Salesforce

Job description

Wealth Enhancement Group in New Market, MD is seeking a Client Service Manager to serve as the liaison between clients and the Financial Advisor. This on-site role covers onboarding, account administration, and facilitating smooth client interactions, with potential for a hybrid schedule after training.

Ideal candidates hold a bachelor’s degree and 5+ years in wealth management, plus strong communication, organization, and teamwork skills.