Company Overview
WGG Wealth Partners is a leading financial planning firm committed to providing exceptional investment solutions and superior client service. Our firm specializes in offering comprehensive financial advisory services to individuals and businesses, helping them achieve their financial goals and secure their future. We are currently seeking a skilled and team-oriented individual to join our practice as a Client Service Department Manager.
Job Summary – Client Service Department Manager
The Client Service Department Manager provides leadership, oversight, and direction to the client service team to enhance overall functionality of the practice. The position is responsible for the direct supervision of all paraplanners and client service associates, including hiring, evaluating, coaching, and development. The manager is also responsible for planning and maintaining all department work systems, procedures, and policies that enable and encourage the optimum performance of all assigned employees and achievement of practice goals. This position consistently follows high standards of business and professional ethics and legal and regulatory requirements when performing work activities. Â
Responsibilities
- Manage client service environment and employees.
- Consciously create a workplace culture that is consistent with the practice’s overall vision, guiding principles, and values.
- Foster a spirit of teamwork and unity among client services team members that creates a positive environment for achieving practice goals.
- In conjunction with the COO and Partners, establish strategic goals for the client service department and identify the resources and training needed for successful implementation.
- Provide oversight, direction, and supervision to the client services employees in accordance with the practice’s policies and procedures.
- Mentor and develop employees to foster career advancement opportunities.
- Interview, select, and hire new employees and provide orientation and training.
- Implement and oversee ongoing training of employees on new processes, products, and systems.
- Establish and use performance management and development processes that include employee contributions, goal setting and feedback.
- Provide effective performance feedback through employee recognition and rewards, and conduct disciplinary action, when needed. Â
- Communicate and meet regularly with COO, Partners, and others within the practice on the client service team’s overall performance and needs.
- Serve as the main conduit between the client service team and the front office, advisors, COO and Partners on issues impacting delivery of services to clients.
- Monitor, evaluate, plan, and implement effective and efficient systems, procedures, and processes that fulfill the mission and goals of the practice and client service department.
- Identify and implement solutions to resolve complex client issues and questions.
- Maintain client service department employee work schedules including assignments, training, vacations, paid time off, coverage for absenteeism, and overtime.
- Establish effective communication with employees through regular client service team meetings, one-on-one meetings, email, and regular interpersonal communications.
- Maintain high standards and assure compliance with all legal and regulatory requirements.
- Maintain professional and technical expertise by attending workshops and trainings, keeping current on changes in financial planning trends, and participates in other management level activities.
- Perform other duties as assigned.
Qualifications
- Bachelor’s degree or equivalent work experience.
- Active Series 7, Series 66, and Life licenses.
- Prior experience working in a management position within the financial services, banking industry or related role.
- Demonstrated experience supervising a team of direct reports.
- Proven leadership, team building, and staff development skills.
- Strong analytical and problem-solving skills.
- Experience creating and implementing procedures and systems to effectively achieve goals.
- Excellent writing and communication skills.
- Understanding of compliance issues, rules and regulations for the industry.
- Ability to think strategically while maintaining a focus on a tactical level.
- Self-motivated and able to perform in a fast-paced work environment.
- Effective communicator and able to establish positive relationships with employees, advisors, clients, and others.
- Detail oriented, well organized, and able to multi-task and effectively prioritize workloads.
- Results oriented.
- Positive attitude and sincere willingness to constantly learn and grow.
Compensation and Benefits
- Compensation commensurate to experience.
- Comprehensive benefits and retirement package including medical, dental and vision insurance, 401k with profit share, vacation, and sick time.
- Performance based bonus opportunity.
- Covered costs for licensing and continuing education towards your training and development goals.
Why Choose WGG!
Reputation – For over twenty years, we have been helping clients protect their wealth. We have an established track-record of stability and success where you can apply your skills in a place you love to work and help make a difference.
Growth Opportunities – We focus on the professional growth and development of every team member, creating opportunities to expand your knowledge and grow your career.
Career Development and Education – In addition to nationwide trainings, we offer in-office learnings and professional development to grow your knowledge and skill base.  Â
Comradery – Work alongside a large team where you can learn from seasoned Advisor mentors and grow with a variety of professionals.Â
Community Focused – We are passionately committed to giving back to the local community through our donations, sponsorships, event participation, and board positions with a variety of local charitable organizations.
How to Apply:
If this sounds like an exciting opportunity to you, we invite you to apply for the Client Service Department Manager position. We look forward to reviewing your application and potentially welcoming you to our growing team.
WGG Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.
3741 Douglas Blvd. Suite 290, Roseville, CA 95661.
Wggwealthpartnes.com | wggwealthpartners@ampf.com
WGG Wealth Partners
Related jobs:
Skycam Utility
Job Description
Skycam is looking for a dependable Utility professional to join the technical crew for the Boise St @ Oregon live sports broadcast. This position plays a hands-on role in supporting Skycam operations, from preparing equipment before the event to monitoring cables during production and assisting with strike afterward. Candidates should be comfortable with physical production work and maintaining focus in a busy stadium environment.
Job Responsibilities
• Support technical operations during Skycam setup, live production, and strike
• Assist with unloading, carrying, and loading broadcast equipment
• Keep a close watch on Skycam cables and reels to prevent tangles or operational issues
• Move and position equipment according to instructions from the technical team
• Help maintain organized cable paths and a safe production workspace
• Assist with breaking down equipment following the live broadcast
• Provide additional utility support to the technical crew as production needs change
Requirements
• Ability to participate in equipment setup, unloading, loading, and strike
• Comfortable performing physically active duties throughout the production
• Must be comfortable with heights and able to climb or walk stadium catwalks when required
• Must be capable of lifting equipment weighing up to 40 pounds
• Strong attention to safety and awareness while working around cables and technical equipment
• Ability to follow instructions and communicate effectively with technical crew members
• Reliable and adaptable in a fast-paced live sports production setting
Compensation
• This is a paid technical production opportunity
• Compensation details will be discussed with selected candidates
Skycam Utility
Job Description
Skycam is looking for a motivated Utility crew member to assist with technical operations for the Washington @ Baltimore live sports broadcast. This behind-the-scenes production position supports the Skycam team with equipment handling, cable management, setup, and strike. The ideal candidate is comfortable with physical work, pays close attention to safety, and can stay focused throughout a fast-paced stadium production.
Job Responsibilities
• Prepare and organize Skycam equipment for live broadcast operations
• Assist with unloading and loading production equipment and broadcast cases
• Monitor Skycam cables and reels throughout the event to prevent tangling
• Carry and position equipment according to instructions from the technical crew
• Support cable management and maintain a safe working environment
• Assist with equipment breakdown and strike following the broadcast
• Respond to additional technical production needs as assigned
Requirements
• Ability to perform hands-on setup, equipment handling, and strike duties
• Must be comfortable with physically demanding live production work
• Comfortable working at heights, including climbing and navigating stadium catwalks when needed
• Must be capable of lifting equipment weighing up to 40 pounds
• Strong attention to detail when working around cables and technical equipment
• Ability to follow technical instructions and established safety procedures
• Reliable and able to work effectively as part of a live broadcast crew
Compensation
• This is a paid technical production opportunity
• Compensation details will be discussed with selected candidates
Skycam Utility
Job Description
Skycam is seeking a hands-on Utility crew member to support technical operations for the Baylor @ Auburn live sports broadcast. This role is essential to keeping Skycam equipment and cables operating smoothly throughout the production. The selected crew member will assist with equipment movement, setup, cable monitoring, and strike while working alongside an experienced technical broadcast team.
Job Responsibilities
• Assist the Skycam technical team with broadcast setup and post-event strike
• Unload, transport, and reload equipment from production trucks
• Monitor Skycam cables and reels to help prevent tangling during operation
• Carry and position technical equipment throughout the venue as directed
• Help maintain organized and safe cable routes during the broadcast
• Support additional technical and utility needs throughout the production
• Follow crew instructions and established safety procedures at all times
Requirements
• Must be comfortable assisting with equipment setup, loading, and strike
• Ability to perform physically demanding tasks in a live production environment
• Must be comfortable working at heights, including climbing and walking on catwalks when necessary
• Must be capable of lifting equipment weighing up to 40 pounds
• Strong awareness of surroundings when working near cables and broadcast equipment
• Ability to follow technical instructions and collaborate effectively with the production crew
• Dependable, attentive, and safety-conscious approach to work
Compensation
• This is a paid live sports production opportunity
• Compensation will be discussed with selected candidates
Skycam Utility
Job Description
Skycam is seeking a reliable Utility crew member to provide hands-on technical support for the New York Giants @ New York Jets live sports broadcast. This role works closely with the technical operations team to manage Skycam cables, move broadcast equipment, and support setup and strike. Candidates should be physically capable, attentive, and comfortable working in an active stadium production environment.
Job Responsibilities
• Support the technical operations team with pre-broadcast setup and post-event strike
• Assist with unloading and loading equipment from broadcast trucks
• Monitor Skycam cables and reels to ensure they remain organized and free of tangles
• Carry and position production equipment as directed by the technical crew
• Help maintain safe cable paths and an organized technical workspace
• Provide additional hands-on support as production needs arise
• Follow technical instructions and safety procedures throughout the event
Requirements
• Ability to assist with equipment setup, unloading, loading, and strike
• Must be comfortable handling physically demanding production responsibilities
• Comfortable working at heights, including climbing and walking on catwalks when required
• Must be capable of lifting equipment weighing up to 40 pounds
• Strong awareness of safety when working around Skycam cables and broadcast equipment
• Ability to remain focused and responsive in a fast-paced live production environment
• Dependable team player who can follow instructions efficiently
Compensation
• This is a paid broadcast production opportunity
• Compensation will be discussed with selected candidates
Skycam Utility
Job Description
Skycam is looking for a dependable Utility crew member to support technical operations for the Houston @ Carolina live sports broadcast. This hands-on production position will assist with preparing Skycam equipment, managing cables, moving broadcast gear, and completing strike responsibilities. Candidates should be comfortable with physical work and able to stay alert and safety-focused throughout a fast-moving stadium production.
Job Responsibilities
• Assist with Skycam setup and technical preparation for the broadcast
• Unload, carry, and organize equipment from broadcast production trucks
• Monitor Skycam cables and reels to prevent tangling during operations
• Help position and move equipment throughout the venue as directed
• Support the technical crew with cable management and game-day production needs
• Assist with equipment breakdown, strike, and loading after the event
• Follow established safety procedures while working around technical equipment
Requirements
• Comfortable assisting with setup, equipment handling, and production strike
• Must be physically capable of carrying broadcast equipment and cases
• Comfortable working at heights, including climbing and navigating catwalks when necessary
• Must be capable of lifting equipment weighing up to 40 pounds
• Strong attention to detail when monitoring cables and technical equipment
• Ability to follow instructions and work effectively with a live production crew
• Reliable, safety-conscious, and prepared for a physically active role
Compensation
• This is a paid live sports production opportunity
• Compensation will be discussed with selected candidates
Skycam Utility
Job Description
Skycam is seeking a hardworking Utility crew member to support technical operations for the Alabama A&M @ Howard live sports broadcast. This behind-the-scenes role helps keep Skycam operations running efficiently by assisting with equipment movement, cable monitoring, setup, and strike. Candidates should be safety-focused, physically capable, and ready to contribute in a demanding stadium production environment.
Job Responsibilities
• Support the technical operations crew with pre-event setup and post-event strike
• Assist with unloading and loading broadcast equipment from production trucks
• Watch Skycam cables and reels closely to prevent tangling during operation
• Carry and position equipment based on instructions from the technical team
• Help maintain organized and safe cable routes throughout the production
• Provide hands-on utility support as technical needs arise
• Follow crew instructions and safety procedures throughout the live broadcast
Requirements
• Ability to assist with equipment setup, loading, unloading, and strike
• Must be comfortable performing physically demanding production tasks
• Comfortable working at heights, including climbing and walking on catwalks when needed
• Must be capable of lifting equipment weighing up to 40 pounds
• Strong attention to safety while working around Skycam cables and broadcast equipment
• Ability to follow directions and work collaboratively with a technical crew
• Reliable and adaptable in a fast-paced live sports production environment
Compensation
• This is a paid live broadcast production opportunity
• Compensation will be discussed with selected candidates
Skycam Utility
Job Description
Skycam is seeking a skilled Utility crew member to provide technical production support for the San Francisco @ Las Vegas live sports broadcast. The position involves working alongside the Skycam technical team to prepare equipment, manage cables, and assist with setup and breakdown. This opportunity is a strong fit for someone who enjoys physical, hands-on work and can stay focused in a fast-paced stadium environment.
Job Responsibilities
• Assist the technical crew with Skycam setup and post-event strike
• Help unload and reload broadcast equipment and production cases
• Monitor Skycam cables and reels throughout operations to prevent tangling
• Carry, organize, and position technical equipment as instructed
• Support safe and efficient cable management during the live broadcast
• Complete additional utility and technical support tasks as needed
• Work collaboratively with the crew to keep production operations running smoothly
Requirements
• Must be capable of assisting with equipment unloading, setup, and strike
• Comfortable carrying and handling broadcast production equipment
• Must be comfortable working at heights, including climbing and walking on catwalks when required
• Must be able to lift equipment weighing up to 40 pounds
• Strong situational awareness when working around moving cables and technical equipment
• Ability to follow technical and safety instructions accurately
• Reliable, attentive, and comfortable working in a live sports production environment
Compensation
• This is a paid technical production opportunity
• Compensation details will be discussed with selected candidates
Skycam Utility
Job Description
Skycam is looking for a production Utility professional to assist with technical operations for the San Jose St @ USC live sports broadcast. The role supports the Skycam crew with equipment preparation, cable monitoring, loading, and strike while helping maintain a safe and efficient workflow. This opportunity is ideal for someone who enjoys hands-on broadcast production and is comfortable working in physically demanding environments.
Job Responsibilities
• Assist with Skycam equipment setup before the live broadcast
• Unload, carry, and organize technical equipment from broadcast trucks
• Monitor cables and reels to prevent tangling during Skycam operations
• Support the technical crew with equipment placement and cable management
• Assist with breakdown, strike, and loading equipment after production
• Maintain awareness of safety procedures when working around technical equipment and elevated areas
• Complete additional utility assignments as directed by the technical operations team
Requirements
• Must be comfortable with hands-on live broadcast production work
• Ability to unload, carry, position, and reload production equipment
• Comfortable working at heights and navigating stadium catwalks when required
• Must be capable of lifting equipment weighing up to 40 pounds
• Ability to stay focused while monitoring moving cables and equipment
• Strong teamwork skills and ability to follow technical instructions
• Dependable and safety-conscious approach to production work
Compensation
• This is a paid live sports production opportunity
• Compensation will be discussed with selected candidates
Skycam Utility
Job Description
Skycam is looking for a hands-on Utility professional to support technical operations for the New Orleans @ Los Angeles Rams broadcast. This live sports production role involves preparing equipment, monitoring Skycam cables, and assisting the technical crew throughout setup and strike. Candidates should be comfortable with physical work, heights, and the fast-paced demands of a stadium broadcast environment.
Job Responsibilities
• Assist the technical operations team with equipment setup and post-production strike
• Unload and reload broadcast equipment and cases from production trucks
• Monitor Skycam cables and reels to help prevent tangles during operation
• Carry and position technical equipment throughout the venue as directed
• Support cable organization and other game-day technical production needs
• Work safely and efficiently alongside the Skycam and broadcast production crews
Requirements
• Must be able to assist with unloading trucks, carrying equipment, setup, and strike
• Comfortable working at heights and potentially climbing or walking on stadium catwalks
• Must be capable of lifting equipment weighing up to 40 pounds
• Ability to perform physically active duties throughout the production
• Strong attention to safety when working around cables and technical equipment
• Dependable and able to follow instructions in a fast-moving live broadcast environment
Compensation
• This is a paid sports production opportunity
• Compensation will be discussed with selected candidates
Skycam Utility
Job Description
Skycam is seeking a capable Utility crew member to support technical operations for the Seattle @ Tennessee live sports broadcast. This hands-on production position plays an important role in preparing the Skycam system, managing cables, moving equipment, and assisting with strike after the event. The role is well suited for someone who is physically active, attentive to safety, and ready to contribute to a fast-moving broadcast crew.
Job Responsibilities
• Assist the technical operations crew with Skycam setup and post-event strike
• Help unload, carry, organize, and reload broadcast equipment
• Monitor Skycam cables and reels throughout operations to prevent tangling
• Support proper cable placement and management around the production area
• Move medium to heavy broadcast cases and equipment as directed
• Work closely with technical crew members to complete production tasks safely and efficiently
Requirements
• Ability to assist with equipment unloading, setup, and strike
• Must be comfortable performing physically demanding production duties
• Comfortable working at heights, including climbing and walking on catwalks
• Must be capable of lifting equipment weighing up to 40 pounds
• Strong awareness of safety while working around cables and broadcast equipment
• Must be dependable, attentive, and able to follow technical instructions
• Ability to work effectively as part of a live sports production team
Compensation
• This is a paid live broadcast production opportunity
• Compensation details will be discussed with selected candidates
Skycam Utility
Job Description
Skycam is looking for a reliable Utility crew member to provide technical production support for the Baltimore @ Minnesota broadcast. This role focuses on preparing and maintaining the Skycam system throughout the event, including equipment setup, cable monitoring, and strike. Candidates should enjoy hands-on production work and be comfortable performing physical tasks in a live stadium environment.
Job Responsibilities
• Support the technical operations team during setup, game-day production, and strike
• Unload and load broadcast cases, cables, and other production equipment
• Monitor Skycam cables and reels to help prevent tangles during operation
• Assist with carrying, positioning, and organizing technical equipment
• Help maintain safe and efficient cable management throughout the broadcast
• Follow technical crew instructions and established on-site safety procedures
Requirements
• Comfortable performing physical tasks associated with live broadcast production
• Ability to assist with equipment unloading, setup, and post-event strike
• Must be comfortable working at heights, including climbing and navigating catwalks
• Capable of lifting and carrying equipment weighing up to 40 pounds
• Must remain attentive while working around moving cables and technical equipment
• Dependable, safety-conscious, and able to collaborate effectively with a technical production crew
Compensation
• This is a paid live sports production opportunity
• Compensation will be discussed with selected candidates
ESPN – Los Angeles Chargers @ Baltimore – Runner III
Runner III
Job Description
ESPN is seeking a dependable Runner III to join the production team for the Los Angeles Chargers @ Baltimore broadcast. This live sports production opportunity involves providing hands-on support across the event, from completing important errands to assisting with announcer logistics and crew communication. The ideal candidate brings substantial remote broadcast experience, takes initiative, and can adjust quickly when production priorities change.
Job Responsibilities
• Work closely with operations and production teams to support the live broadcast
• Complete errands and deliver production information or materials as requested
• Assist with coordinating announcer arrivals, departures, and related logistics
• Provide timely support for show-related assignments throughout the event
• Maintain dependable communication with production and operations personnel
• Adapt to last-minute requests and changing priorities during the broadcast
• Help create an organized and efficient working environment for the production crew
Requirements
• Must live within 100 miles of the event site
• Must be at least 21 years old and legally authorized to work in the U.S.
• Valid driver’s license required
• Must have completed at least 10 shows as a regional-level runner in live remote production
• Reliable communication access through phone, text, and email
• Strong organizational skills and the ability to manage multiple assignments
• Must be proactive, flexible, professional, and comfortable working in a fast-paced environment
• Familiarity with the venue and surrounding area is preferred
• Ability to lead or coordinate other production runners is preferred
• Working knowledge of basic broadcast operations
Compensation
• This is a paid live broadcast production opportunity
• Compensation will be discussed with selected candidates
