Senior Client Service Manager

🔥 13 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $100k - $110k / year

⏰ Full Time

🟠 Senior

📁 Client Services

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Serve as a trusted advisor and strategic partner to clients and financial advisors • Act as the primary point of contact and welcoming face of the team • Build and maintain strong client relationships through proactive relationship management • Provide advanced support to financial advisors • Oversee high-priority client requests and transactions • Coordinate client communications and meetings • Support efficient and effective operation of the practice • Mentor and train client service team members • Answer phone calls and respond to client messages • Send routine follow-ups, status updates, and meeting reminders • Manage inbound client requests, including beneficiary updates, address changes, and RMD questions • Order office supplies and coordinate office maintenance • Complete prospect and new client paperwork and setup • Follow up on fund transfers and maintain Salesforce databases and client files • Research and resolve issues with the Broker/Dealer, WEG Operations, and vendors • Record incoming assets in the appropriate blotting tool • Understand client histories and current financial needs • Prepare account transactions, trades, deposits, withdrawals, and RMDs • Communicate client requests to advisors or handle issue resolution, including death claim processing • Work with clients’ tax or legal counsel when needed • Gather client data and prepare materials for client meetings and reviews • Conduct tax research on 1099s and complete review follow-up • Execute WEG’s Suitability Guidelines, operational processes, and sales model • Attend client services, company educational, and vendor presentation events • Assist financial advisors in client meetings • Resolve escalated client issues • Complete operational projects and support process and system enhancements • Communicate process and sales updates to the team • Assist Advisor Team Operations with process, systems, and upgrades • Participate in company-offered sessions • Serve as a subject matter expert for company initiatives and rollouts • Manage vendors to Service Level Agreements • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree or equivalent, demonstrated through one or a combination of work experience, training, military experience, or education • 7-10+ years of industry experience required, including client-facing experience • Experience with Salesforce or comparable CRM required • Experience with Schwab and Fidelity required; experience with Pershing preferred • Good working knowledge of Word, Excel, Outlook, and PowerPoint required • Excellent oral and written communication skills • Ability to communicate effectively and work with all levels of staff and clients • Ability to prioritize workflow and projects • Good problem-solving skills and strong attention to detail • Ability to work in a deadline environment and be flexible under pressure • Ability to work as a team member and support more junior staff • Comfort with learning new AI applications and understanding their appropriate use cases and limitations • Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices • Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

🏖️ Benefits

• Training and professional development • Medical, dental and vision coverage for full-time employees and their families • Health Savings Account (HSA) with employer contribution • 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 • Reimbursement for tuition, licensing, and other credentials after meeting service requirements