Wealth Enhancement Group

Client Service Manager – On-site

Wealth Enhancement Group

full-time

Posted on:

Location Type: Office

Location: Overland Park • Kansas • United States

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Salary

💰 $70,000 - $80,000 per year

About the role

  • 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
  • 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)

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
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)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial administrationclient account setupfund transfer managementdata inputprospect paperwork completion
Soft Skills
customer serviceinterpersonal skillscommunication skillsattention to detailproblem-solvingtime managementprioritization
Certifications
Series 7 licenseSeries 66 licenseSeries 65 licenseSeries 63 license