Client Service Manager

Client Service ManagerOur Jacksonville, Florida office has an exciting opportunity for a Client Service Manager! Provide personalized support, helping clients navigate their financial goals while building trust and long-term relationships.This role is an On-site position.In the spirit of pay transparency, we are excited to share the base salary range for this position is $55,000.00 to $75,000.00, exclusive of bonuses and benefits. 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 FunctionsEnsure accurate completion of prospect or new client paperwork/set up.Follow up on funds transfer from surrendering company.Maintain (CRM) database and client files (Filing, copies, data input).Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors.Record incoming assets to the appropriate blotting tool.Dialogues with client to understand their personal history & current financial needs.Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing.May work with client's tax or legal counsel on client concerns.Gather client data and may prepare the materials for client meetings and reviews.Conducts Tax Research (1099s).Completes any review follow up needs for client.Demonstrates knowledge and can accurately execute against WEG's Suitability Guidelines, operational processes and sales model.Understands financial terminology and products.Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.Attends Client Services and company educational events.May attend vendor presentations.Mentors and trains CSAs.Assists Advisor Team Operations to streamline processes.Completes operational projects to support enhancements and changes.Communicates process and sales updates to team.Participates in WEG offered sessions (Micro Monday, ATO Answers, Client Service Community, RoundTable LIVE, etc.).Manages vendors to Service Level Agreements.Education/QualificationsBachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.3-5 years of industry experienceFINRA Series 7 & 66 (or 63 and 65) a plus, but not requiredExcellent oral and written communication skillsAbility to work with deadlines, be flexible under pressure and prioritize workAbility to train new employees as neededFlawless recording of buys/sells and other key data within SalesforceBuilds/maintains effective relationships with internal and external clientsDeveloping client relationship/trust as observed by lead FAStrong knowledge of WEG's sales modelDemonstrated industry, product, and company knowledgeDemonstrates a spirit of collaboration and commitment across WEG initiativesLives and promotes WEG values, core competencies, and brandProficient with Microsoft Office and SalesforceExperience with Workday preferredAI Literacy:Demonstrated ability to effectively use AI tools and technologies in daily work tasks.Requirements include: understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.Comfort with learning new AI applications and understanding their appropriate use cases and limitations.As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $51,450.00 - $84,000.00. However, the base salary range bolded above ($55,000.00 to $75,000.00) is what we expect to pay as a starting range for this position.Comprehensive Benefits OfferingsOur 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 be eligible to participate in the following benefits & development opportunities:Training and professional developmentMedical, 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 expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 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)Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700Information 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: LinkOSHA 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.Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.