About Wealth Enhancement Group

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 61,000 households from our over 100 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 New Market, MD officehas an excellent opportunity for a Client Service Manager. This individual will be focused on onboarding and servicing our high-net-worth clients. We are 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 has hybrid work option and ability to work from home part of the week.)

The initial salary target for this role is $60,0000.00 - $ 70,000.00 it is also eligible for 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:

Client Onboarding & Relationship Management

• Builds/maintains effective, trusted relationships with clients

• Liaison between advisors and clients to gather data and determine next steps based on financial needs and account resolutions

• Ensures accurate completion of account paperwork/set up

• Maintains (CRM-Salesforce) database with detailed records and activity notes

• Research and follow up on any issues with the Broker/Dealer, corporate teams and custodians

• Oversees account maintenance as it relates to address and beneficiary changes, account transactions, deposits, withdrawals, RMDs, QCDs etc.

• Maintain details of incoming assets

• May work with client’s tax or legal counsel on client concerns and data needs

• Gather client data and prepare materials for client meetings

• Attends regular company webinars on processes and technology changes

Team and Corporate Support

• Works with Advisor Team to streamline processes

• Completes operational projects to support enhancements and changes

• Communicates processes and clients’ updates to team 

• Attends in person client appreciation and education events 

Education | Qualifications:

• 2+ years of industry knowledge and experience in finance/banking (mutual fund, annuity, alternative investment knowledge preferred)

• Understands financial terminology as it relates to investments and taxes

• Excellent communication skills

• Strong desire to problem solve and research

• Organization skills, time management and strong attention to detail with the ability to prioritize workflow and projects; able to work with deadlines and be flexible under pressure

• Proficient with Microsoft Office.

• Salesforce knowledge is a plus

IND123

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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 and dental coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance – employer paid

• Short-term and long-term disability – employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• Tuition reimbursement

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.