Senior Client Service Manager

Wealth Enhancement Group

. Serve as a trusted advisor and strategic partner to clients and financial advisors .

Posted 9/16/2026full-timeRemote • California • United StatesSenior💰 $100,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, operational efficiency, and financial advisory support, with a strong focus on communication and problem-solving skills. Proficient in utilizing Salesforce and other CRM tools to enhance client interactions and streamline processes.

Highest-signal resume keywords

Client Relationship ManagementSalesforce CRM ExperienceFinancial Advisory SupportExcellent Communication SkillsProblem-Solving Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Client-Facing ExperienceFinancial Transactions ProcessingTax ResearchOperational Process EnhancementAnnuities KnowledgeMutual Funds KnowledgeStocks KnowledgeOptions KnowledgeAlternative Investments KnowledgeCharitable Giving Practices

Soft Skills

Attention to DetailTeam CollaborationFlexibility Under PressureWorkflow PrioritizationMentoring and Training

Tools & Technologies

SalesforceMicrosoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointBlotting Tool

Industry Keywords

Financial ServicesClient ServiceBroker/DealerService Level AgreementsWEG Operations

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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