Senior Client Service Manager
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Senior Client Service Manager supporting Wealth Enhancement’s personalized financial planning and investment management clients. Managing complex service operations, advisor support, client relationships, and team mentoring.
Responsibilities:
- Serve as a trusted advisor and strategic partner to clients and financial advisors
- Act as the primary point of contact and welcoming face of the team
- Build and maintain strong client relationships through proactive relationship management
- Provide advanced support to financial advisors
- Oversee high-priority client requests and transactions
- Coordinate client communications and meetings
- Support efficient and effective operation of the practice
- Mentor and train client service team members
- Answer phone calls and respond to client messages
- Send routine follow-ups, status updates, and meeting reminders
- Manage inbound client requests, including beneficiary updates, address changes, and RMD questions
- Order office supplies and coordinate office maintenance
- Complete prospect and new client paperwork and setup
- Follow up on fund transfers and maintain Salesforce databases and client files
- Research and resolve issues with the Broker/Dealer, WEG Operations, and vendors
- Record incoming assets in the appropriate blotting tool
- Understand client histories and current financial needs
- Prepare account transactions, trades, deposits, withdrawals, and RMDs
- Communicate client requests to advisors or handle issue resolution, including death claim processing
- Work with clients’ tax or legal counsel when needed
- Gather client data and prepare materials for client meetings and reviews
- Conduct tax research on 1099s and complete review follow-up
- Execute WEG’s Suitability Guidelines, operational processes, and sales model
- Attend client services, company educational, and vendor presentation events
- Assist financial advisors in client meetings
- Resolve escalated client issues
- Complete operational projects and support process and system enhancements
- Communicate process and sales updates to the team
- Assist Advisor Team Operations with process, systems, and upgrades
- Participate in company-offered sessions
- Serve as a subject matter expert for company initiatives and rollouts
- Manage vendors to Service Level Agreements
- Perform other duties as assigned
Requirements:
- Bachelor's degree or equivalent, demonstrated through one or a combination of work experience, training, military experience, or education
- 7-10+ years of industry experience required, including client-facing experience
- Experience with Salesforce or comparable CRM required
- Experience with Schwab and Fidelity required; experience with Pershing preferred
- Good working knowledge of Word, Excel, Outlook, and PowerPoint required
- Excellent oral and written communication skills
- Ability to communicate effectively and work with all levels of staff and clients
- Ability to prioritize workflow and projects
- Good problem-solving skills and strong attention to detail
- Ability to work in a deadline environment and be flexible under pressure
- Ability to work as a team member and support more junior staff
- Comfort with learning new AI applications and understanding their appropriate use cases and limitations
- Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
- Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems
Benefits:
- Training and professional development
- Medical, dental and vision coverage for full-time employees and their families
- Health Savings Account (HSA) with employer contribution
- 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
- Reimbursement for tuition, licensing, and other credentials after meeting service requirements
Similar Jobs
Coordinator, Payroll Client Services
Payroll client services coordinator resolving customer payroll issues for Remote’s global employment platform. Supporting clients through structured workflows, SLAs, documentation, and escalation paths.
Coordinator, Payroll Client Services
Payroll client services coordinator resolving customer payroll issues for Remote, a global employment platform. Handling support workflows, SLAs, documentation, and escalations remotely from Indonesia.
Senior Client Service Associate
Senior Client Service Associate supporting Wealth Enhancement’s wealth-management clients and advisors. Managing client relationships, financial transactions, onboarding, and operational coordination remotely.
Tax Senior Manager – Private Client Services
Tax Senior Manager overseeing tax planning, compliance, and client relationships for high-net-worth individuals at EisnerAmper. Leading teams, complex return reviews, profitability, and business development.
Director, Client Services
Director leading client services, retention, and growth for Point C, a self-funded employee benefits TPA. Managing teams, strategic accounts, broker engagement, and operational delivery.
Virtual Assistant – Operations, Client Support
Remote Virtual Assistant supporting a New Zealand relocation and downsizing business. Coordinating clients, quotes, schedules, CRM records, and franchisee administration.
Client Services Agent
Client Services Agent enrolling and supporting Acumen clients with disabilities. Processing paperwork, data entry, inquiries, and program compliance remotely in Texas.
Coordinator, Payroll Client Services
Payroll client services coordinator resolving customer payroll inquiries for Remote’s global employment platform. Supporting compliant payroll operations through structured workflows, documentation, and escalations.
Principal Consultant – Client Services, Oracle Cloud Financials
Principal Oracle Cloud Financials Consultant supporting Argano clients’ Oracle Fusion finance systems. Owning incidents, quarterly updates, configuration, testing, and process optimization.
SVP, Client Services, MedComm – Pharma Ad Agency Exp Required
SVP leading client services and medical communications for EVERSANA INTOUCH, a global life sciences marketing agency network. Overseeing client relationships, scientific content, teams, compliance, and business development.
Executive Director, Client Services
Executive Director overseeing healthcare revenue cycle client services for Solaris Health physician affiliates. Managing stakeholder alignment, RCM performance, escalations, and financial outcomes remotely.
Principal Consultant – Oracle Cloud HCM Benefits, Client Services
Principal Consultant delivering Oracle HCM Benefits solutions for mid-to-large enterprise clients. Configuring cloud systems, leading implementations, and driving client adoption and satisfaction.
Scheduling, Client Services Coordinator
Remote coordinator organizing vacation schedules, reservations, and client itineraries for Never Ending Travels. Supporting clients with accommodations, transportation, activities, resorts, and cruises.
Client Services Analyst III
Client Services Analyst managing CLO and leveraged finance client reporting for Western Alliance Bank. Handling payment calculations, collateral reconciliation, compliance testing, and client service delivery.
Client Services Manager
Client Services Manager guiding client onboarding, advisory services, and solar and storage procurement for Anza’s renewable-energy platform. Managing supplier negotiations, portfolio optimization, and long-term customer relationships.
Client Services Agent
Client Services Agent supporting customers for ARUP Laboratories’ clinical and anatomic pathology reference laboratory. Managing patient orders, test inquiries, issue resolution, and customer communications remotely.
Client Support Associate
Client Support Associate supporting Portuguese-speaking clients through messaging channels at Aurora Group, a global advertising technology company. Routing inquiries, resolving basic issues, and managing escalations across US hours.
Client Services Representative
Remote Client Services Representative educating U.S. families on available benefits and enrollment. Providing consultations, client guidance, relationship follow-up, and sales-focused career development.
Client Services Operations Analyst
Client Services Operations Analyst supporting billing operations through report analysis. Collaborating with multiple departments in a remote, nationwide role.
Client Services Coordinator
Remote Client Services Coordinator managing client portfolios and food certification workflows for FoodChain ID. Coordinating audits, corrective actions, timelines, and certificate issuance.