{"id":2113550,"url":"https://alion.io/job/wealth-enhancement-group-client-service-manager-4","title":"Client Service Manager","company":{"id":708259,"name":"Wealth Enhancement Group","domain":"wealthenhancement.com","url":"https://alion.io/company/wealth-enhancement-group","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":9,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":34,"computed_at":"2026-10-30T05:48:23Z"}},"role":"Field & Service","role_family":"Field & Service","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Los Angeles, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":100000,"max":110000,"currency":"USD","period":"year","gross":null,"usd_annual":110000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-08T23:05:22Z","employer_posted_date":"2026-10-13","last_verified_at":"2026-10-30T21:29:22Z","board_verified":true,"closed_at":null,"days_open":22,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":22},"description":"About Wealth Enhancement\nWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.\nSince 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.\nOurOakwood, CA office has an excellent opportunity for a Client Service Manager. This individual will be focused on onboarding and servicing our high-net-worth clients. We are looking for someone with a high level of professionalism and knowledge to enhance our relationships with our clients who have complex service and investment needs. This is a collaborative, team-oriented environment offering career advancement opportunities.\nThis is an on-site position.\nIn the spirit of pay transparency, we are excited to share the base salary range for this position is $100,000.00 to $110,000.00, exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. 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.\nPrimary Job Functions\nNew Client Onboarding\nGather required documents. Review all documentation to ensure completeness and accuracy.\nOpen new client accounts across all relevant platforms (SF, Orion, and Custodial Systems).\nEnsure all client data, including contact information, account details, and preferences, is accurately entered and consistent across all platforms.\nAct as a primary point of contact between the client, financial advisor, and custodial or operational teams during onboarding.\nProactively communicate with the client to guide them through the onboarding process, answer questions, and provide status updates.\nClient Relationship Management\nAct as the primary point of contact for clients, fostering trust and long-term partnerships.\nDevelop a deep understanding of each client’s preferences and unique circumstances.\nProvides timely responses to client inquiries, ensuring a high level of service.\nFacilitate periodic account reviews for Financial Advisors to discuss performance, strategy, and completes necessary adjustments.\nAddress and resolve client issues, such as account discrepancies, service errors, or escalated issues.\nEnsure all client interactions adhere to regulatory requirements and company policies.\nMaintain up-to-date and accurate client records to support compliance and audit requirements.\nClient Review Prep and Follow Up\nCollect relevant account information, including performance reports, portfolio holdings, transaction history, and tax documentation, if applicable.\nEnsure the client’s Financial Plan is up to date.\nReview meeting notes for the respective advisor (in outlook) for pending action items and correspondence to address any unresolved issues.\nPrepare the client review packet, including account summaries, performance reports, and any other required documents.\nOnce review has been completed, ensure to update Salesforce with the meeting notes provided by the advisor.\nIndustry/Company Knowledge\nStay informed about regulations and industry trends that directly affect operational processes.\nDevelop an understanding of the operational requirements for WEG’s financial products, including Equities, Fixed Income, Alternative Investments, Separately Managed Accounts, and Donor Advised Funds.\nAttends bi-weekly ATO calls and shares updates with the team in a clear and organized format.\nTeam and Corporate Support\nAct as a resource for client service team by sharing expertise, mentoring junior team members, and providing guidance in complex cases.\nLead by example, demonstrating best practices for client service, operational processes, and problem solving.\nProvide ongoing training and updates to the team regarding new procedures, products, or system enhancements.\nMonitors operational efficiency and recommends process improvements to reduce errors and increase productivity.\nRegularly updates the team on corporate announcements, procedural changes, and compliance updates.\nProvides feedback from team discussions or operational challenges to corporate leadership to improve policies and procedures.\nImprove Service Quality by Using AI and Digital Tools\nUse approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment\nIdentify and escalate inaccurate information and knowledge gaps, or issues related to digital tools\nEducation/Qualifications\nBachelor’s degree or equivalent required, demonstrated through one or a combination of the following: work experience, training, military experience, or education\n2+ years of industry experience, specifically in Wealth Management - Client Servicing\nStrong written and verbal skills to communicate with clients and team members\nProficiency with Microsoft Office Suite (Outlook, Word, PowerPoint, Excel)\nExperience with Salesforce, Orion, Fidelity, or Schwab is a plus\nAbility to work with deadlines, be flexible under pressure and prioritize or delegate work\nAbility to streamline workflows, enhance client experience, and ensure regulatory compliance.\nAccuracy in handling transactions and managing account opening\nDemonstrates industry and product knowledge with the ability to mentor others on knowledge\nProven success managing client relationships with High-Net-Worth Clients\nExceptional interpersonal skills to manage client onboarding, ongoing service, and issue resolution.\nProficient at using AI and digital tools\nWEG 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 the Associate level is $51,450.00 to $126,000.00. However, the base salary range bolded above ($100,000.00 to $110,000.00) is what we expect to pay as a starting range for this position.\nComprehensive Benefits Offerings\nOur 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:\nTraining and professional development\n\nMedical, dental and vision coverage (Available to full-time employees and their families)\n\nHealth Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses\n\nLife and AD&D insurance - employer paid and voluntary options\n\nShort-term and long-term disability, workers compensation - employer paid\n\n401k with match and profit sharing\n\nWellness programs and resources\n\nVoluntary benefits, including pet insurance\n\n18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)\n\n12 paid holidays each year (10 pre-determined and 2 floating days)\n\nPaid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)\n\nReimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)\n\nShould you need reasonable accommodation when completing the application form or during the selectionprocess, contact the Human Resources Department at 763-417-1700\nInformation provided on this application will be kept confidential and only be shared with those involved in the selection process.\nEqual Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.\nClick the following link to view Federal and E-Verify posters: Link\nOSHA 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.\nWealth 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.","description_format":"text","description_chars":8914,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Parental leave","Professional development","Wellness"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-08T23:05:22Z"}],"visa":[],"liveness":{"score":70,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.778,"p_room":0.9,"age_days":21,"expected_fill_days":34,"reasons":["conf:2","win:mid","comp:junior"],"computed_at":"2026-10-30T05:48:23Z"},"pay":{"stated_usd_annual":110000,"is_top_pay":true},"html_url":"https://alion.io/job/wealth-enhancement-group-client-service-manager-4","json_url":"https://alion.io/job/wealth-enhancement-group-client-service-manager-4.json","meta":{"generated_at":"2026-10-31T00:08:50Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":188,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-01T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":708259},"rest":"https://alion.io/mcp/rest/get_company?id=708259"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fwealth-enhancement-group-client-service-manager-4"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fwealth-enhancement-group-client-service-manager-4"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fwealth-enhancement-group-client-service-manager-4"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/wealth-enhancement-group-client-service-manager-4\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwealth-enhancement-group-client-service-manager-4"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2113550}},{"tool":"search_jobs","arguments":{"company":"wealthenhancement.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2113550},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}