Client Service Manager

About Wealth Enhancement Group

Wealth Enhancement Group 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 55,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement Group 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 www.wealthenhancement.com.

Our San Marino, CA office is looking for a Client Service Manager to work on an Advisor Team supporting all aspects of the client experience. We are seeking experienced candidates that have a passion for providing exceptional client service, along with the drive and motivation to deliver results for our fast-growing Team.

The salary target for this role is $70,000.00 - $90,000.00 depending on experience.

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. We're big on open conversations, so, let's have one.

Primary Job Functions

Supporting Advisors and clients through delivery of our client service model

• Executing assigned client maintenance tasks and Review meeting actions

• Responding to client questions by phone and email

Provide support/back-up to other Client Service Team members

Processing Financial Transactions

• Depositing client checks

• Processing money movements

• Submitting trade instructions

• Executing Roth conversions

Onboarding new clients and servicing accounts

Preparing and processing internal documents and custodian forms for client signature such as applications and transfer forms, beneficiary changes, establishing Trusts.

General Administrative Support Duties such as:

• Researching and resolving issues with internal Wealth Enhancement Group departments and our custodial partners

• Data entry, quarterly mailing preparation, presentation folder preparation

• Preparing death claim paperwork and managing account settlement process

• RMD calculation and tracking

• Cost Basis Research

• Ad hoc reporting/research requests

Education | Qualifications

• Bachelors degree in Economics, Finance or Business Administration (Required)

• 3+ years of experience in a similar Client Service role (Preferred)

• Superior attention to detail, organization, and problem solving skills

• Excellent verbal and written communication skills

• Strong process management skills and ability to see tasks through to completion in a timely manner

• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook required

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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 and dental coverage

• 401k - with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance - employer paid

• Short-term and long-term disability - employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

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.