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Client Service Manager (Hybrid Opportunity)
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Wealth Enhancement Group, LLC
Remote
$77,500 Salary, Full-Time
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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 80,000 households from our over 140 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 Cherry Creek office in Denver, Colorado has an exciting opportunity for a Client Service Manager! This role supports a high-performing, fast-growing group of advisors. You'll partner within a collaborative, close-knit environment while working directly with clients to help deliver on their financial objectives. This role is hybrid position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $85,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. Primary Job Functions Reception and Office Support Greet clients and maintain a professional, welcoming office environment Schedule meetings with product vendors and sponsors Manage and distribute mail, including coordinating overnight deliveries Order marketing materials and printer supplies; coordinate printer maintenance with vendors and Technology New Client Onboarding Ensure accurate completion of prospect and new client paperwork and account setup Follow up on funds transfers from surrendering companies Maintain client relationship management (CRM) database and client files Research and promptly resolve issues with the broker/dealer, WEG Operations, and vendors Record incoming assets using the appropriate tools Client Relationship Management Engage with clients to understand their history and financial needs Prepare account transactions, trades, deposits, withdrawals, and required minimum distributions Address client requests, determine necessary action, and either resolve or elevate to advisors as appropriate, including death claim processing Coordinate with clients' tax or legal counsel on relevant matters Client Review Preparation and Follow-Up Gather client data and prepare materials for meetings and reviews Conduct tax research and assist with 1099 forms Complete any follow-up actions resulting from client reviews Industry, Product, and Company Knowledge Demonstrate understanding and application of our Suitability Guidelines, operational processes, and sales model Maintain working proficiency with financial products, including annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices Attend client service and company educational events and vendor presentations as appropriate Team and Corporate Support Mentor and train Client Service Associates (CSAs) Assist advisor teams in streamlining operational processes Participate in operational projects to support enhancements and changes Communicate process and sales updates to the team Manage vendor relationships to Service Level Agreements All other duties as assigned. Education & Qualifications Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field Minimum of 3-5 years of industry experience FINRA Series 7 and 66 (or 63 and 65), preferred but not required Excellent verbal and written communication skills Ability to meet deadlines, adapt under pressure, and prioritize tasks Ability to train new employees as needed Strong attention to detail in recording transactions and data in Salesforce Proven relationship-building skills with internal and external clients Ability to foster client relationships and develop trust, as demonstrated by lead financial advisor Demonstrated industry, product, and company knowledge Commitment to collaboration and participation in WEG initiatives Adherence to Wealth Enhancement's values, core competencies, and brand standards Proficiency in Microsoft Office and Salesforce Experience with Workday 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 $51,450.00 - $84,000.00. The 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) #LI-HB1 #LI-Hybrid 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) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 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. Click the following link to view Federal and E-Verify posters: