About Wealth Enhancement Group
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 UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 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 www.wealthenhancement.com.
Our New Market, MD office has an excellent opportunity for a Client Service Manager. This individual will be focused on onboarding and servicing our high-net-worth clients. We are looking for someone with a high level of professionalism and knowledge to enhance our relationships with our clients who have complex service and investment needs. This is a collaborative, team-oriented environment offering career advancement opportunities. (This position has hybrid work option and ability to work from home part of the week.)
The initial salary target for this role is$60,0000.00 - $ 70,000.00 it is also eligible for bonus.
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:
Client Onboarding & Relationship Management
Builds/maintains effective, trusted relationships with clients
Liaison between advisors and clients to gather data and determine next steps based on financial needs and account resolutions
Ensures accurate completion of account paperwork/set up
Maintains (CRM-Salesforce) database with detailed records and activity notes
Research and follow up on any issues with the Broker/Dealer, corporate teams and custodians
Oversees account maintenance as it relates to address and beneficiary changes, account transactions, deposits, withdrawals, RMDs, QCDs etc.
Maintain details of incoming assets
May work with client's tax or legal counsel on client concerns and data needs
Gather client data and prepare materials for client meetings
Attends regular company webinars on processes and technology changes
Team and Corporate Support Works with Advisor Team to streamline processes
Completes operational projects to support enhancements and changes
Communicates processes and clients' updates to team
Attends in person client appreciation and education events
Education | Qualifications: 2+ years of industry knowledge and experience in finance/banking (mutual fund, annuity, alternative investment knowledge preferred)
Understands financial terminology as it relates to investments and taxes
Excellent communication skills
Strong desire to problem solve and research
Organization skills, time management and strong attention to detail with the ability to prioritize workflow and projects; able to work with deadlines and be flexible under pressure
Proficient with Microsoft Office.
Salesforce knowledge is a plus
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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.