What are the responsibilities and job description for the Client Service Manager (On-site) position at Wealth Enhancement?
About Wealth Enhancement
Wealth 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 80,000 households from our over 140 offices - and growing - nationwide.
Since 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.
We are seeking a dedicated and dynamic Client Service Manager to support the administrative and operational functions of our firm in our Overland Park, KS location. As the primary point of contact for our clients, this individual must bring a client‑first mindset, exceptional organizational abilities, and an unwavering commitment to service excellence. (This will be a on-site opportunity.)
In this role, you will oversee all aspects of client service—ensuring proactive communication, maintaining high service standards, and strengthening relationships that contribute to the firm’s long‑term success. You will also play a key role in supporting firmwide initiatives, helping drive operational effectiveness, business growth, and continuous improvement.
Success in this position requires enthusiasm for learning, adaptability to change, and a team‑oriented approach. At times, you’ll be called upon to assist colleagues outside the typical scope of your job description to help balance capacity and support shared goals. If you thrive in a collaborative environment and enjoy contributing to a culture of excellence, we’d love to speak with you.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000 to $80,000 exclusive of bonuses and benefits. This role is also eligible for a discretionary annual bonus.
Job Functions
Client Relationship Management
NR
Comprehensive Benefits Offerings
Our 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:
Information 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: Link
OSHA 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.
Wealth 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 80,000 households from our over 140 offices - and growing - nationwide.
Since 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.
We are seeking a dedicated and dynamic Client Service Manager to support the administrative and operational functions of our firm in our Overland Park, KS location. As the primary point of contact for our clients, this individual must bring a client‑first mindset, exceptional organizational abilities, and an unwavering commitment to service excellence. (This will be a on-site opportunity.)
In this role, you will oversee all aspects of client service—ensuring proactive communication, maintaining high service standards, and strengthening relationships that contribute to the firm’s long‑term success. You will also play a key role in supporting firmwide initiatives, helping drive operational effectiveness, business growth, and continuous improvement.
Success in this position requires enthusiasm for learning, adaptability to change, and a team‑oriented approach. At times, you’ll be called upon to assist colleagues outside the typical scope of your job description to help balance capacity and support shared goals. If you thrive in a collaborative environment and enjoy contributing to a culture of excellence, we’d love to speak with you.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000 to $80,000 exclusive of bonuses and benefits. This role is also eligible for a discretionary annual bonus.
Job Functions
Client Relationship Management
- Be the first point of contact for clients of your advisor and team
- Respond to and resolve client requests, complete necessary financial paperwork, change beneficiaries, establish trusts, etc.
- Serve clients by setting up accounts and ensuring their funds transfer from surrendering company; follow up on fund transfers
- Ensure accurate completion of prospect/new client paperwork
- Record incoming assets to the appropriate blotting tool
- Serve clients by setting up accounts and ensuring their funds transfer from surrendering company; follow up on fund transfers (follow-up component)
- Respond to and resolve client requests (as part of post-review follow-up when applicable)
- Learn company product suitability guidelines, financial operational processes, and financial sales processes
- Support client service functions for all teams as requested
- Transfer the broker-dealer accounts that are assigned to the Financial Consulting Center
- Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
- Maintain (CRM) database and client files (filing, copies, data input)
- 4-year degree preferred
- 3-5 years minimum of customer service experience is preferred, a commitment to exceptional service is required
- Financial administration experience is needed.
- Series 7 and 66 or 7, 65 and 63 licenses preferred
- Strong interpersonal skills required to develop team and client relationships
- Professional presence and communication skills
- Strong attention to detail and process
- Good problem-solving skills, ability to work with deadlines and prioritize work
NR
Comprehensive Benefits Offerings
Our 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 development
- Medical, 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 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 (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Information 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: Link
OSHA 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.
Salary : $51,450 - $84,000