Client Service Manager

Wealth Enhancement is an independent wealth management firm seeking a Client Service Manager to provide high-level service to high-net-worth clients. The position involves onboarding and servicing clients, maintaining client relationships, and working with the advisor team to streamline processes. The firm offers a comprehensive benefits package and career advancement opportunities.

Requirements

• New Client Onboarding
• Client Relationship Management
• Client Review Prep and Follow Up
• Industry/Company Knowledge
• Team and Corporate Support

Benefits

• Comprehensive Benefits Offerings
• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits
• Paid time off
• Paid holidays
• Paid parental leave
• Paid caregiver leave
• Tuition reimbursement