Job summary
Job post source
This job is directly from Wealth Enhancement
Job overview
The Client Service Manager at Wealth Enhancement acts as a liaison between clients and Financial Advisors, enhancing client relationships and managing financial paperwork to support complex service and investment needs.
Responsibilities and impact
The role involves new client onboarding, managing client relationships through communication and account transactions, preparing client account reviews, conducting tax research, and supporting team operations and process improvements.
Compensation and benefits
The salary range is $60,000-$65,000 with eligibility for a discretionary team bonus, comprehensive benefits including medical, dental, vision, 401k with match, paid time off, parental leave, and professional development opportunities.
Experience and skills
Requires a 4-year college degree, 2+ years of client service experience preferably in financial planning or investments, proficiency with Salesforce and Microsoft Office, strong communication and organizational skills, and industry knowledge.
Career development
Offers training and professional development opportunities with potential for career advancement in a collaborative, team-oriented environment.
Work environment and culture
The company values teamwork, professionalism, adaptability, and provides a hybrid work schedule with a minimum of 3 days in the office per week.
Company information
Wealth Enhancement is an independent wealth management firm founded in 1997, serving over 80,000 households nationwide with personalized financial planning and investment management services.
Team overview
The candidate will join the North American Management team in Boston, working closely with Financial Advisors in a collaborative setting.
Job location and travel
The position is based in Boston, MA with a hybrid work schedule requiring at least 3 days per week in the office.
Unique job features
The job features involvement with complex financial products, use of Salesforce and specialized financial planning processes, and opportunities to participate in client review meetings and industry educational events.
Company overview
Wealth Enhancement Group is a financial services firm that specializes in providing comprehensive financial planning and investment management solutions. They generate revenue through advisory fees, financial planning services, and investment management for individuals, families, and businesses. Founded in 1997, the company has grown significantly through strategic acquisitions and organic growth, establishing a strong presence across the United States. Wealth Enhancement Group is known for its team-based approach, integrating financial advisors, specialists, and technology to deliver personalized financial strategies. Candidates should be aware of the firm's commitment to client-centric service and its emphasis on holistic financial planning.
How to land this job
Position your resume to highlight your experience in client service within financial planning or investments, emphasizing your proficiency with Salesforce and Microsoft Office as these are key tools at Wealth Enhancement.
Focus on showcasing your skills in client onboarding, relationship management, and account review preparation, including your ability to handle complex client needs and coordinate with financial advisors and tax/legal counsel.
Apply through multiple platforms such as Wealth Enhancement's corporate careers page, LinkedIn, and other job boards to maximize your application visibility for the Client Service Manager role.
Connect on LinkedIn with current employees in Wealth Enhancement's Boston office or client services division; use ice breakers like commenting on their team’s collaborative approach or asking about their experience with the firm's Roundtable and UniFi processes.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client onboarding,' 'financial planning,' 'Salesforce,' 'account review,' and 'investment solutions' to ensure it passes automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate tailoring your resume, identify multiple application channels, and find LinkedIn connections to network with, allowing you to focus your time on preparing for interviews and refining your personal pitch.
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