What are the responsibilities and job description for the Client Service Manager position at Wealth Enhancement Group?

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 UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 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 Arden Hills, MN office is looking for a Client Service Manager to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation.

The salary target for this role is $75,000 to $100,000 depending on experience and skills. This role is also eligible for a discretionary bonus plan.

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

Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model
Facilitate new account set up at the custodial and broker / dealer level; follow up on fund transfers
Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
Ensure accurate completion of prospect / new client paperwork and set up
Maintain Salesforce database and client files (filing, copies, data input)
Research and follow up on any issues with the broker / dealer, vendors, and Wealth Enhancement Group operations department
Record incoming assets to the appropriate blotting tool
Learn company product suitability guidelines, financial operational processes, and financial sales processes
Support client service functions for all teams as requested

Education / Qualifications

Active securities licenses 7 & 66 (or 7, 63 & 65) - or willingness to obtain would be a plus, but not required

4-year degree preferred

2 years of financial administration experience preferred

3 years of customer service / administrative experience preferred

Strong interpersonal skills required to develop team and client relationships

Professional presence and communication skills

Strong attention to detail and process

Good problem-solving skills, ability to work with deadlines and prioritize work

Proficient with Microsoft Office

Salesforce experience a plus

LI-JV1

LI-Onsite

IND123

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, 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

401k 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 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.

Salary : $75,000 - $100,000

Apply for this job

Receive alerts for other Client Service Manager job openings

Client Service Manager

What are the responsibilities and job description for the Client Service Manager position at Wealth Enhancement Group?

What is the career path for a Client Service Manager?

Job openings at Wealth Enhancement Group

Not the job you're looking for? Here are some other Client Service Manager jobs in the Saint Paul, MN area that may be a better fit.

We don't have any other Client Service Manager jobs in the Saint Paul, MN area right now.

AI Assistant is available now!