Wealth Client Onboarding & Relations Manager

Wealth Enhancement Group, LLC; Visalia (CA); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Annual team bonus

Comprehensive benefits

Paid time off

Job summary

Wealth Enhancement Group seeks a Client Service Manager to onboard and service high-net-worth clients from our Oakwood, CA office. The role focuses on onboarding, client relationships, and coordinating across advisor and custodial teams.

It requires a professional, client-focused approach and compliance with regulatory standards. The position offers a base salary range of $100,000 to $110,000 plus bonuses and comprehensive benefits, with eligibility for an annual team bonus.

Qualifications

• Bachelor’s degree or equivalent required.
• 2+ years of Wealth Management – Client Servicing experience.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Suite; Salesforce/Orion/Fidelity/Schwab a plus.

Responsibilities

• New Client Onboarding: gather documents, open accounts, ensure data accuracy, act as primary contact during onboarding.
• Client Relationship Management: be primary contact, understand client preferences, respond to inquiries, conduct periodic reviews, resolve issues, ensure compliance.
• Client Review Prep and Follow Up: collect performance data, ensure plans are up-to-date, prepare review packets, update Salesforce notes.
• Industry/Company Knowledge: stay informed on regulations and product areas (Equities, Fixed Income, Alternatives, SMA, Donor Advised Funds).
• Team and Corporate Support: mentor others, share best practices, train teammates, propose process improvements, communicate corporate updates.

Skills

Client servicing

High-net-worth

Communication

Microsoft Office

Education

Bachelor’s degree or equivalent

Wealth management experience (2+ years)

Strong written/verbal skills

Salesforce/Orion/Fidelity/Schwab familiarity

Tools

Salesforce

Orion

Fidelity

Schwab

Excel

Outlook

Job description

Wealth Enhancement Group seeks a Client Service Manager to onboard and service high-net-worth clients from our Oakwood, CA office. The role focuses on onboarding, client relationships, and coordinating across advisor and custodial teams.

It requires a professional, client-focused approach and compliance with regulatory standards. The position offers a base salary range of $100,000 to $110,000 plus bonuses and comprehensive benefits, with eligibility for an annual team bonus.