{"id":2113551,"url":"https://alion.io/job/wealth-enhancement-group-client-service-manager-5","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":11,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":31,"computed_at":"2026-10-20T05:45:00Z"}},"role":"Field & Service","role_family":"Field & Service","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New Market, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":75000,"max":90000,"currency":"USD","period":"year","gross":null,"usd_annual":90000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-08T23:05:22Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-10-20T05:05:48Z","board_verified":true,"closed_at":null,"days_open":11,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":11},"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.\nOur New Market, MD office is looking for a Client Service Manager to serve as the liaison between the client and the Financial Advisor (FA). This role is a vital part of our team and works with all aspects of the client experience including account administration and facilitating smooth client interactions.\nThis role is an on-site position. There may be opportunity for a hybrid schedule after completing training.\nIn the spirit of pay transparency, we are excited to share the base salary range for this position is $75,000.00 to $90,000.00, exclusive of bonuses and benefits. The role is also eligible for a discretionary performance-based 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. Candidates with more or less experience are also welcome to apply - title and compensation to be commensurate with experience.\nPrimary Job Functions\nNew Client Onboarding\nEnsure accurate completion and setup of prospect and new client paperwork\nFollow up on fund transfers from external institutions\nMaintain CRM records in Salesforce\nResearch and resolve issues with the Broker/Dealer, Wealth Enhancement Group (WEG) Operations, and vendors\nRecord incoming assets using the appropriate tracking tools\nClient Relationship Management\nEngage in dialogue with clients to understand their history and financial needs\nPrepare and process account transactions, including trades, deposits, withdrawals, and RMDs\nCommunicate and determine next steps for client requests, addressing issues directly or involving the advisor as needed\nCollaborate with clients' tax or legal counsel to resolve client concerns\nClient Review Preparation and Follow Up\nGather client data and prepare materials for client meetings and reviews\nConduct tax-related research, such as verifying 1099 forms\nComplete any necessary follow-up for client requests\nIndustry and Company Knowledge\nDemonstrate understanding and accurate execution of WEG’s Suitability Guidelines, operational processes, and sales models\nApply knowledge of financial terminology and related products\nUtilize working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices\nAttend Client Services and company educational events\nTeam and Corporate Support\nAssist Advisor Team Operations to streamline internal processes\nComplete operational projects in support of process enhancements and organizational changes\nCommunicate process and sales updates to team members\nAll other duties as assigned.\nEducation /Qualifications\nBachelor’s degree or equivalent preferred, demonstrated through one or a combination of the following: work experience, training, military experience, or education\n5+ years of wealth management/financial services experience preferred\nSuperior verbal and written communication skills\nOrganization skills and strong attention to detail with the ability to prioritize workflow and projects\nTeam player with the ability to collaborate with others\nSelf-starter, self-motivated and results driven\nBuilds/maintains effective relationships with clients\nProficiency with Microsoft Office Suite or related software required\nFamiliarity with Salesforce preferred\nFidelity and Schwab custodial platform experience preferred\nComfort with learning new AI applications and understanding their appropriate use cases and limitations\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 ($75,000.00 to $90,000.00) 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":7129,"description_truncated":false,"requirements":{"experience_years_min":5,"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":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-08T23:05:22Z"}],"visa":[],"liveness":{"score":52,"band":"ok","label":"Likely open","p_open":1,"p_active":0.583,"p_room":0.9,"age_days":11,"expected_fill_days":31,"reasons":["conf:0","stale_co","win:mid"],"computed_at":"2026-10-20T05:45:00Z"},"pay":{"stated_usd_annual":90000,"is_top_pay":true},"html_url":"https://alion.io/job/wealth-enhancement-group-client-service-manager-5","json_url":"https://alion.io/job/wealth-enhancement-group-client-service-manager-5.json","meta":{"generated_at":"2026-10-20T10:18:20Z","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":11299,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"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-5"},{"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-5"},{"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-5"},{"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-5\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwealth-enhancement-group-client-service-manager-5"}]}