Client Service Manager

Wealth Enhancement Group•Jacksonville, FL

2d•$55,000 - $75,000•Onsite

About The Position

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 90,000 households from our over 175 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 Jacksonville, Florida office has an exciting opportunity for a Client Service Manager! Provide personalized support, helping clients navigate their financial goals while building trust and long-term relationships. This role is an On-site position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $55,000.00 to $75,000.00, exclusive of bonuses and benefits. 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.

Requirements

Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
3-5 years of industry experience
Excellent oral and written communication skills
Ability to work with deadlines, be flexible under pressure and prioritize work
Ability to train new employees as needed
Flawless recording of buys/sells and other key data within Salesforce
Builds/maintains effective relationships with internal and external clients
Developing client relationship/trust as observed by lead FA
Strong knowledge of WEG's sales model
Demonstrated industry, product, and company knowledge
Demonstrates a spirit of collaboration and commitment across WEG initiatives
Lives and promotes WEG values, core competencies, and brand
Proficient with Microsoft Office and Salesforce
Demonstrated ability to effectively use AI tools and technologies in daily work tasks.
Understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.
Comfort with learning new AI applications and understanding their appropriate use cases and limitations.
As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

Nice To Haves

FINRA Series 7 & 66 (or 63 and 65) a plus, but not required
Experience with Workday preferred

Responsibilities

Ensure accurate completion of prospect or new client paperwork/set up.
Follow up on funds transfer from surrendering company.
Maintain (CRM) database and client files (Filing, copies, data input).
Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors.
Record incoming assets to the appropriate blotting tool.
Dialogues with client to understand their personal history & current financial needs.
Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing.
May work with client's tax or legal counsel on client concerns.
Gather client data and may prepare the materials for client meetings and reviews.
Conducts Tax Research (1099s).
Completes any review follow up needs for client.
Demonstrates knowledge and can accurately execute against WEG's Suitability Guidelines, operational processes and sales model.
Understands financial terminology and products.
Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
Attends Client Services and company educational events.
May attend vendor presentations.
Mentors and trains CSAs.
Assists Advisor Team Operations to streamline processes.
Completes operational projects to support enhancements and changes.
Communicates process and sales updates to team.
Participates in WEG offered sessions (Micro Monday, ATO Answers, Client Service Community, RoundTable LIVE, etc.).
Manages vendors to Service Level Agreements.

Benefits

Training and professional development
Medical, dental and vision coverage (Available to full-time 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)