Client Service Manager

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 Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 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  New Market, MD office is looking for a Client Service Manager to serve as the liaison between the client and the Financial Advisor (FA). This role is a vital part of our team and works with all aspects of the client experience including account administration and facilitating smooth client interactions.

This role is an on-site position. There may be opportunity for a hybrid schedule after completing  the spirit of pay transparency, we are excited to share the base salary range for this position is $75,000.00 to $90,000.00, exclusive of bonuses and benefits. The role is also eligible for a discretionary performance-based bonus. 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. Candidates with more or less experience are also welcome to apply - title and compensation to be commensurate with experience.

Primary Job Functions New Client Onboarding Ensure accurate completion and setup of prospect and new client paperwork

Follow up on fund transfers from external institutions

Maintain CRM records in Salesforce Research and resolve issues with the Broker/Dealer, Wealth Enhancement Group (WEG) Operations, and vendors

Record incoming assets using the appropriate tracking tools

Client Relationship Management Engage in dialogue with clients to understand their history and financial needs

Prepare and process account transactions, including trades, deposits, withdrawals, and RMDsCommunicate and determine next steps for client requests, addressing issues directly or involving the advisor as needed

Collaborate with clients' tax or legal counsel to resolve client concerns

Client Review Preparation and Follow UpGather client data and prepare materials for client meetings and reviews

Conduct tax-related research, such as verifying 1099 forms

Complete any necessary follow-up for client requests

Industry and Company Knowledge Demonstrate understanding and accurate execution of WEG’s Suitability Guidelines, operational processes, and sales models

Apply knowledge of financial terminology and related products

Utilize working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices

Attend Client Services and company educational events

Team and Corporate Support Assist Advisor Team Operations to streamline internal processes

Complete operational projects in support of process enhancements and organizational changes

Communicate process and sales updates to team members

All other duties as assigned.

Education /Qualifications Bachelor’s degree or equivalent preferred, demonstrated through one or a combination of the following: work experience, training, military experience, or education5+ years of wealth management/financial services experience preferred

Superior verbal and written communication skills

Organization skills and strong attention to detail with the ability to prioritize workflow and projects

Team player with the ability to…