Client Service Manager

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 80,000 households from our over 140 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 North American Management team in Boston, MA is looking for a Client Service Manager to serve as the liaison between clients and a close-knit team of Financial Advisor (FAs). You will work with all aspects of the client experience including financial paperwork and financial account review preparation. We're 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 offers a hybrid work schedule; we're looking for someone to be in the office a minimum of 3 days per week.

The salary target is $60,000.00 to $65,000.00, depending on experience; this role is also eligible for a significant discretionary team 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

New Client Onboarding

• Ensure accurate completion of prospect/new client paperwork

• Oversee transfer of incoming funds

• Update and maintain Salesforce database

• 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 client to understand their personal history and current financial needs

• Prepare account transactions, trades, deposits, withdrawals, RMDs, etc.

• Communicate with client to understand requests and determine what needs to be done; coordinate with advisor on any potential next steps or issue resolution

• Participate in client review meetings

• Work with client's tax or legal counsel on client concerns

Client Account Review, Preparation and Follow Up

• Gather client data and may prepare the materials for client meetings and internal reviews

• Conduct tax research (1099s)

• Complete any review follow-up needs for client

Industry/Company Knowledge

• Demonstrate knowledge and can accurately execute against WEG's Suitability Guidelines and operational processes

• Understand financial planning terminology and investment solutions, including annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices

• Attend Client Services and Wealth Enhancement Group educational events

Team and Corporate Support

• Assist Advisor Team Operations to streamline processes

• Complete operational projects to support enhancements and changes

• Communicate relevant process changes and updates to the team

Education/Qualifications

• 4-year college degree required

• 2+ years of industry experience in client service (financial planning or investments preferred)

• Excellent oral and written communication skills

• Proficient with Salesforce and Microsoft Office

• Organization skills and strong attention to detail with the ability to prioritize tasks and projects

• Work well with deadlines and be flexible under pressure

• Demonstrated industry and product knowledge

• Team player and adapts well to change

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the individual contributor level is $51,450.00 to $84,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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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, 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.