Client Service Manager

Pittsford, NY - USA

Monthly Salary: $ 51450 - 84000

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

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 80000 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 .

Our Pittsford NY office has an excellent opportunity for a Client Service Manager. 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.

In the spirit of pay transparency we are excited to share the base salary range for this position is $60000.00 to $80000.00 exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. 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
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 finance/banking
Excellent oral and written communication skills
Proficient with Salesforce Power Point and Microsoft Office
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
Demonstrated ability to build and maintain 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. To comply with state pay transparency laws we must disclose the entire salary grade. The entire salary grade for those who are classified as the Lead level is $51450.00 to $84000.00. However the base salary range bolded above is what we expect to pay as a starting range for this position.

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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.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race color religion sex national origin age disability or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Required Experience:

Manager

About Wealth EnhancementWealth 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 st...