Client Onboarding Manager

January 28

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Logo of Wealth Enhancement Group

Wealth Enhancement Group

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

Description

• Oversee the account opening process for all firm channels, including Marketing, CRP, SRP, and Advisor Teams • Develop and implement best practices and standard operating procedures for onboarding process • Address and resolve challenges that arise during the account opening process, ensuring minimal disruption to the client experience. • Partner closely with internal teams and advisor groups to understand advisor/client needs to develop workflows that deliver best-in-class service experience • Actively engage with advisors and client service teams to facilitate change management and improve service outcomes. • Demonstrate strong interpersonal skills to address issues, foster trust, and support team members effectively • Manage the relationship with our offshore team, ensuring seamless coordination and high-quality output • Monitor and assess performance of offshore and onshore team, providing feedback and implement improvements as necessary • Identify opportunities, develop processes and execute on our strategic vision for the Client Service Operations department, focusing on alleviating the operational burden on advisor teams to allow growth, scalability and efficiency, ultimately resulting in an exceptional client experience. • Work closely with our Product teams to support, enhance and drive the adoption of our account opening technology solutions. • Manage key performance indicators (KPIs) to track operational efficiency and effectiveness. • Drive adoption of Client Service Operations offerings by clearly communicating the value/benefit of the service as well as ongoing process refinement. • Develop and adhere to team standards, including Service Level Agreements, quality control processes, and process documentation. • Recruit, mentor, and lead a high-performing operations team, emphasizing career development and alignment with organizational values. • Build unified teams across locations • Provide coaching and training to foster team growth and operational excellence. • Deliver strategic priorities to your team to help align daily tasks to organizational goals • Encourage cross-training and development of staff to improve productivity and provide higher quality service • Build and maintain relationships across WEG Leadership, external partners, and vendors to make decisions regarding operational activity and strategic goals

Requirements

• Bachelor’s degree in business; finance, economics or related • 5+ years in Financial Services with operations or client service experience • Proven ability to lead and motivate a team, with strong organizational and project management skills. • Strong analytical and problem-solving abilities, with attention to detail and a focus on continuous improvement • Commitment to providing exceptional client service, with the ability to build and maintain strong relationships • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities. • Superior verbal and written communication skills • Proficient with Microsoft Office Suite or related software • Familiarity with Salesforce, Workday, and Custodial Platforms preferred

Benefits

• Training and professional development • Medical, dental and vision coverage (Available to 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)

Apply Now

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