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Client Service Manager at Wealth Enhancement Group - ApplyBlast

Client Service Manager

Wealth Enhancement Group

2 months ago

3.9 on Glassdoor

Jacksonville, Florida, United States

Onsite

Full Time

Manager

0 applicants

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About this role

The Client Service Manager provides personalized support to Wealth Enhancement clients, guiding them through financial goals, onboarding new accounts, and maintaining ongoing relationships. The role involves coordinating client transactions, preparing review materials, and collaborating with advisors and internal teams to ensure high‑quality service.

Responsibilities

Onboard new clients and ensure accurate paperwork completion
Manage client relationships and process transactions, trades, and account requests
Mentor staff and support operational projects to improve processes

Skills

Qualifications

FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65

About Wealth Enhancement Group

wealthenhancement.com

Headquarters

Plymouth, Minnesota, United States

Company Size

501-1000 employees

Founded

1997

View Profile

Wealth Enhancement Group is a comprehensive wealth management firm offering investment management, financial planning, tax strategies, and estate planning for individuals and businesses. They provide private client services, trust services, and specialized solutions such as retirement planning and business owner consulting, all delivered through a team-based approach.