What are the responsibilities and job description for the Client Success Manager position at Wealth Enhancement?
Key Responsibilities
As a Client Success Manager, you will be responsible for:
- Facilitating the financial planning process for clients
- Discovering a prospect or client's values, goals, and objectives
- Understanding their current financial situation
- Engaging them in the financial planning process
- Managing client relationships and client service as needed
You will also participate in Wealth Enhancement Group trainings, educational events, coaching programs, and be proficient in advisor/client-facing technology.
