Client Service Manager (On-site)

Wealth Enhancement Group•Charlotte, NC

1d•$70,000 - $80,000•Onsite

About The Position

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. We’re seeking a Client Service Manager to join our high‑performing, people‑first team—where strong relationships, exceptional service, and meaningful impact are part of every day. If you thrive on solving problems, delivering outstanding client experience, and being part of a team that truly lives its values—Keep Clients First, Keep Trust, Keep Hustling, and Keep Learning—we’d love to connect with you. In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000 to $80,000 exclusive of bonuses and benefits. This role is also eligible for a discretionary annual bonus.

Requirements

4-year degree preferred
3-5+ years minimum of customer service experience is preferred, a commitment to exceptional service is required
Financial administration experience is needed.
Series 7 and 66 or 7, 65 and 63 licenses 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
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.

Responsibilities

Be the first point of contact for clients of your advisor and team
Respond to and resolve client requests, complete necessary financial paperwork, change beneficiaries, establish trusts, etc.
Serve clients by setting up accounts and ensuring their funds transfer from surrendering company; follow up on fund transfers
Ensure accurate completion of prospect/new client paperwork
Record incoming assets to the appropriate blotting tool
Serve clients by setting up accounts and ensuring their funds transfer from surrendering company; follow up on fund transfers (follow-up component)
Respond to and resolve client requests (as part of post-review follow-up when applicable)
Learn company product suitability guidelines, financial operational processes, and financial sales processes
Support client service functions for all teams as requested
Transfer the broker-dealer accounts that are assigned to the Financial Consulting Center
Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
Maintain (CRM) database and client files (filing, copies, data input)

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)