Client Service Manager (Hybrid Opportunity)

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 Cherry Creek office in Denver Colorado has an exciting opportunity for aClient Service Manager! This role supports a high-performing fast-growing group of advisors. Youll partner within a collaborative close-knit environment while working directly with clients to help deliver on their financial objectives.

This role is hybridposition.

In the spirit of pay transparency we are excited to share the base salary range for this position is$70000.00 to $85000.00 exclusive of bonuses and benefits. 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

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

• Bachelors degree (or equivalent experience) in business finance economics or a related field

• Minimum of 35 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 Enhancements 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 $51450.00 - $84000.00. TheClient Service Managerrole 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

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.