Client Service Manager
Client Service Manager
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$ 51450 - 84000
1 Vacancy
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 75000 households from our over 100 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 .
We are looking to add a Client Service Managerto our Goshen NY Team. This is an on-site position that can be based out of our Goshen Fishkill or Tarrytown locations. This individual will be focused on onboarding and servicing our high-net-worth clients. We are looking for someone with a high level of professionalism and knowledge to enhance our relationships with our clients who have complex service and investment is a collaborative team-oriented environment offering career advancement opportunities.
The annual salary target for this role is $55000 - $60000.
We select our initial compensation target using national compensation survey data. When we make an offer we then factor in things like tenure performance and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. Were big on open conversations so lets have one.
Primary Job Functions
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 any issues with the Broker/Dealer WEG Operations and vendors
- Record incoming assets to the appropriate blotting tool
Client Relationship Management
- Dialogues with client to understand their personal history and current financial needs.
- Prepares account transactions trades deposits withdrawals RMDs etc.
- Communicates to understand client requests determines what needs to be done; communicates to the advisor or handles issue resolution includes death claim processing
- May work with clients tax or legal counsel on client concerns
Client Review Prep and Follow Up
- Gather client data and may prepare the materials for client meetings and reviews
- Conducts Tax Research (1099s)
- Completes any review follow up needs for client
Industry/Company Knowledge
- Demonstrates knowledge and can accurately execute against WEGs Suitability Guidelines operational processes and sales model
- Understands financial terminology and products
- Working proficiency with annuities mutual funds separately managed accounts fixed income stocks options alternative investments hedge funds charitable giving practices
- Attends Client Services and company educational events
Team and Corporate Support
- Assists Advisor Team Operations to streamline processes
- Completes operational projects to support enhancements and changes
- Communicates process and sales updates to team
Education / Qualifications
- 4-year college degree preferred
- 3 years of industry experience specifically in client servicing
- Excellent oral and written communication skills
- Proficient with Salesforce Power Point and Microsoft Office (required)
- Organization skills and strong attention to detail with the ability to prioritize workflow and projects; able to work with deadlines and be flexible under pressure
- Developing client relationship/trust as observed by Financial Advisor
- Flawless recording of buys/sells and other key data within Salesforce
- Demonstrated industry and product knowledge
- Builds/maintains effective relationships with clients
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. Thus the entire salary range for those who are classified as the Lead is $51450.00 to $84000.00.
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 participate in the following benefits & development opportunities:
Training and professional development
Medical dental and vision coverage (Available to 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
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: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time file documents in high or low cabinets to use the telephone and to use the computer systems.
Required Experience:
Manager
Employment Type
Full-Time
