Job Title: Client Solutions Manager

Company: Wealth Financial Services & Tax Advisory

Location: 1130 W. Lake Cook Rd. Buffalo Grove, IL 60089

Job Type: Full-time

Experience Level: Mid-level

Industry: Financial Services

Does this describe you?

· Growth mindset

· Proactive problem-solver

· Passion for driving growth and innovation

· Dynamic and eager to contribute to a collaborative team environment

· Resourceful and self-starting attitude

If so, we want you on our team!

Wealth Financial Services & Tax Advisory (WFSTA) is looking for a dynamic Client Solutions Manager who is ready to propel an already thriving company to new heights. We are on pace to double our production, making this a huge opportunity for anyone wanting to be part of a fast-growing company committed to operations and process development, leadership development, and continuous learning and growth opportunities.

Why Join WFSTA?

· Fast-Growing Company: We are expanding rapidly and aim to double our production, presenting significant career advancement opportunities.

· Commitment to Excellence: We prioritize operations and process development, ensuring that we stay ahead of the curve in the industry.

· Leadership Development: We invest in our team members, providing leadership development and opportunities to learn from the best in the industry.

· Culture of Collaboration: Our amazing culture is marked by a strong sense of teamwork and cooperation. We work harmoniously together, driven by a shared vision that ignites excitement and fosters a positive work environment.

· Impactful Work: Our commitment extends to making a broader impact, positively transforming the lives of our team members and clients.

How you will make a difference

· Efficiently prioritize and address daily tasks and issues to ensure a smooth workflow.

· Maintain proactive and professional interactions with advisors and clients, ensuring timely responses.

· Accurately manage and complete internal and external service requests.

· Maintain and manage database programs and advisor data aggregation sites to ensure data integrity and accessibility.

· Respond to client inquiries within 24 hours, providing timely and accurate information.

· Generate various financial reports to support advisors in informed decision-making.

· Assist in creating executive summaries and comprehensive financial plans for current and prospective clients.

· Onboard clients into the client portal, providing user tutorials and ongoing support.

· Follow up with vendor companies and clients to resolve outstanding issues.

· Assist advisors with preparing for client appointments, ensuring all materials and information are ready.

· Manage Required Minimum Distributions (RMDs) for qualified client accounts, ensuring compliance with regulations.

· Update account values and complete client review summaries for upcoming appointments.

· Resolve issues related to account transfers or amendments, ensuring smooth transitions.

· Assist with the trust funding process, ensuring accurate and timely completion.

Qualifications

· Bachelor’s degree in Finance, Business Administration, or a related field.

· 3-5 years of experience in financial services or a similar role.

· Strong organizational and time-management skills.

· Excellent verbal and written communication abilities.

· Proficiency in financial reporting and database management.

· Ability to handle sensitive information with integrity and confidentiality.

· Strong problem-solving skills and attention to detail.

Benefits

· 401(k) Plan: Enjoy a robust 401(k) plan with a 3% safe harbor contribution plus profit sharing to help you secure your financial future.

· Comprehensive Health Insurance: Access top-tier health, dental, and vision insurance plans to keep you and your family healthy.

· Generous Paid Time Off: Start with 4 weeks of PTO, with the potential for unlimited PTO as we transition to a more flexible policy.

· Paid Maternity Leave: Benefit from supportive and generous maternity leave to ensure you have the time you need for your growing family.

· Team and Individual Bonuses: Receive performance-based bonuses that reward your hard work and dedication, both individually and as part of our team.

· Quarterly Team Experiences: Participate in quarterly team-building experiences designed to foster collaboration, innovation, and fun.

· Cutting-Edge Training and Development: Access unparalleled training and development opportunities, learning from the top 1% of industry professionals to stay ahead in your career.

If you are a dedicated professional looking to advance your career in a supportive and dynamic environment, we would love to hear from you. Apply now to join our team and take advantage of these excellent benefits and opportunities for growth.

Each new team member will be set up for success and supported in their personal and professional development through robust onboarding and ongoing training processes. We offer a small group environment of supportive individuals who motivate and encourage each other. When WFSTA and our clients are successful, we are all successful.

“We’ve built our business to help every person on our team minimize stress at work and maximize life outside of it.”

- Wealth Financial Services & Tax Advisory

Job Type: Full-time

Pay: $60,000.00 - $130,000.00 per year

Experience:

• Microsoft Office: 3 years (Preferred)
• Account management: 3 years (Required)

Ability to Commute:

• Buffalo Grove, IL 60089 (Required)

Work Location: In person