Client Service Manager

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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 80,000 households from our more than 140 offices 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 Pittsford, NY office has an excellent opportunity for a Client Service Manager
. This individual will focus on onboarding and servicing our high-net-worth clients, enhancing relationships with clients who have complex service and investment needs. This is a collaborative, team-oriented environment offering career advancement opportunities.

Base salary range: $60,000 to $80,000 exclusive of bonuses and benefits. The position is also eligible for an annual team bonus.

• Ensures accurate completion of prospect/new client paperwork and setup
• Follows up on funds transfer from surrendering company
• Maintains (CRM–Salesforce) database
• Researches and follows up on any issues with the Broker/Dealer, WEG Operations, and vendors
• Records incoming assets to the appropriate blotting tool

• Dialogs with clients to understand their personal history and current financial needs
• Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
• Communicates to understand client requests, determines what needs to be done, and resolves issues; includes death claim processing
• May work with client’s tax or legal counsel on client concerns
• Gathers client data and prepares materials for client meetings and reviews
• Conducts tax research (1099s)
• Completes any review follow-up needs for client

• Demonstrates knowledge and can accurately execute against WEG’s Suitability Guidelines, operational processes and sales model
• Understands financial terminology and products
• Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
• Attends Client Services and company educational events

• Assists Advisor Team Operations to streamline processes
• Completes operational projects to support enhancements and changes
• Communicates process and sales updates to team

• 4‑year college degree preferred
• 3+ years of industry experience specifically in finance/banking
• Excellent oral and written communication skills
• Proficient with Salesforce, PowerPoint, and Microsoft Office
• Strong organization skills and attention to detail with ability to prioritize workflow and projects; able to work with deadlines and be flexible under pressure
• Demonstrated ability to build and maintain effective relationships with clients

• Training and professional development
• Medical, dental and vision coverage (Available to 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
• 401(k) 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…