Client Service Manager (On-site)

Charlotte, VT - USA

Monthly Salary: $ 51450 - 84000

Posted on: 7 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 .

Were seeking a Client Service Manager to join our highperforming peoplefirst teamwhere strong relationships exceptional service and meaningful impact are part of every day. If you thrive on solving problems delivering outstanding client experience and being part of a team that truly lives its valuesKeep Clients First Keep Trust Keep Hustling and Keep Learningwed love to connect with you.

In the spirit of pay transparency we are excited to share the base salary range for this position is $70000 to $80000 exclusive of bonuses and benefits. This role is also eligible for a discretionary annual bonus.

Job Functions

Client Relationship Management

Be the first point of contact for clients of your advisor and team
Respond to and resolve client requests complete necessary financial paperwork change beneficiaries establish trusts etc.
Serve clients by setting up accounts and ensuring their funds transfer from surrendering company; follow up on fund transfers
Ensure accurate completion of prospect/new client paperwork

Client Review Prep and Follow-Up

Record incoming assets to the appropriate blotting tool
Serve clients by setting up accounts and ensuring their funds transfer from surrendering company; follow up on fund transfers (follow-up component)
Respond to and resolve client requests (as part of post-review follow-up when applicable)

Industry & Product Knowledge

Learn company product suitability guidelines financial operational processes and financial sales processes

Team & Corporate Support

Support client service functions for all teams as requested
Transfer the broker-dealer accounts that are assigned to the Financial Consulting Center
Research and follow up on any issues with the Broker/Dealer WEG Operations and vendors
Maintain (CRM) database and client files (filing copies data input)

Education/Qualifications

4-year degree preferred
3-5 years minimum of customer service experience is preferred a commitment to exceptional service is required
Financial administration experience is needed.
Series 7 and 66 or 7 65 and 63 licenses preferred
Strong interpersonal skills required to develop team and client relationships
Professional presence and communication skills
Strong attention to detail and process
Good problem-solving skills ability to work with deadlines and prioritize work

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 Client Service Manager 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.

#LI-Onsite

#LI- NR

IND123

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

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...