Senior Client Service Manager Job Washington District of Columbia USA,Finance & Banking

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

We have an exciting opportunity for a Sr Client Service Manager supporting our Novato, CA team! The Senior Client Service Manager serves as a trusted advisor and strategic partner to clients and financial advisors, acting as a primary point of contact and the welcoming face of the team. This individual builds strong, enduring client relationships while serving as a key leader within the client service function, ensuring accuracy, responsiveness, and the highest standards of service across all client-facing and administrative activities.

This role is responsible for delivering a highly personalized client experience through proactive relationship management, exceptional service, and expert coordination of complex client service and operational activities. The Senior Client Service Manager provides advanced support to financial advisors, oversees high-priority client requests and transactions, coordinates client communications and meetings, and helps drive the efficient and effective operation of the practice.

Leveraging deep industry knowledge, sound judgment, and a commitment to excellence, this individual identifies opportunities to enhance processes, improve the client experience, and support business objectives. In addition, the Senior Client Service Manager serves as a mentor and resource to other client service team members, providing training, guidance, and sharing best practices to support consistency, professional development, and service excellence across the office.

This is a fully remote position. We’re open to candidates located in Central Time Zone or Pacific Time Zone. Candidates located near Novato, CA are also welcome (but not required) to work from the office. In the spirit of pay transparency, we are excited to share the base salary range for this position is $ to $, exclusive of bonuses and benefits.

Primary

Job Functions

Reception/Office Support
Answer phone calls and respond to client messages
Send routine follow-ups and status updates
Prepare and send meeting reminders
Manage inbound client requests (beneficiary updates, address changes, RMD questions, etc.)
Order office supplies and coordinate office maintenance
New Client Onboarding
Ensure accurate completion of prospect or new client paperwork/set up
Follow up on funds transfer from surrendering company
Maintain Salesforce database and client files
Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
Record incoming assets to the appropriate blotting tool
Client Relationship Management
Dialogue with clients to understand their personal history & current financial needs
Prepare account transactions, trades, deposits, withdrawals, RMDs, etc.
Communicate to understand client requests, determines what needs to be done; communicate to the advisor or handle issue resolution, includes death claim processing
May work with clients’ tax or legal counsel
Client Review Prep and Follow Up
Gather client data and may prepare the materials for client meetings and reviews
Conduct Tax Research (1099s)
Complete any review follow…