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 | [email protected]
WGG Wealth Partners
Related jobs:
Female Model for Music Video in Downtown LA
Job Description:
A casting call is open for a female model with an artsy, alternative look to appear in a music video filming in Downtown Los Angeles. This role requires a unique style and presence that can bring an artistic edge to the video.
Job Responsibilities:
- On-Camera Performance: Pose and interact naturally within the music video setting, bringing a distinctive, alternative look to the production.
- Follow Direction: Work with the director and production team to achieve the desired aesthetic for each shot.
- Availability: Be available on-call throughout the day, even though the role is expected to require only 2-3 hours of filming.
Requirements:
- Gender: Female
- Age Range: 18-21
- Height: 5’2″ – 5’7″
- Look: Artsy and alternative, with a unique and edgy style
- Location: Must be available to work in Downtown Los Angeles
- Professional Headshots/Digitals: Current professional photos required
Compensation:
- Rate: $115 for the role
Featured Gym Goers for T. Tucker Productions x The Passion Xperience
Job Description:
The Passion Xperience in collaboration with T. Tucker Productions is casting featured gym goers for an upcoming production. We are looking for individuals who enjoy fitness and embody the active, healthy lifestyle to appear in a gym setting. This role is open to all ethnicities, with a specific age range.
Job Responsibilities:
- Background Acting in Gym Setting: Portray a gym-goer, engaging naturally with fitness equipment to create a realistic gym atmosphere.
- Follow Production Directions: Collaborate with the production team to ensure a seamless experience and perform as directed.
Requirements:
- Age Range: 25-45 years old
- Ethnicity: Open to all ethnicities
- Availability: Must be available for the specified filming date
- Professionalism: Ability to follow directions and work well in a gym setting
Compensation:
- Rate: $50 flat rate for the day
Child Actor for Hotel Booking Site Commercial in Thailand
Job Description:
Casting Nationwide! We are seeking a talented child actor to play the son or daughter of a “Mermaid family” in an upcoming hotel booking site commercial filming in Thailand. This role requires strong swimming skills and the ability to perform physical comedy. The child must be comfortable swimming with legs constrained to resemble a mermaid tail.
Job Responsibilities:
- On-Camera Role: Act as a mermaid child in scenes that require swimming, humor, and a strong physical presence.
- Physical Comedy: Show a flair for comedic timing and expressions that will engage audiences.
- Swimming Requirements: Perform underwater scenes and swim confidently with legs bound, emulating a mermaid tail.
Requirements:
- Age Range: Child actor (no specific age range mentioned, please inquire for clarification)
- Swimming Skills: Must be a strong swimmer and comfortable swimming with legs constrained.
- Location Availability: Must be willing to travel to Thailand from Nov 19 – Dec 2, including being away over Thanksgiving.
- Passport: Valid US passport that does not expire for at least 6 months
- Guardian Requirement: One parent or guardian must accompany the child; the trip will be paid for both the child and one guardian.
Compensation:
- Session Fee: $700 for 10 hours
- Fitting Fee: $75/hour (up to 4 hours)
- Travel Day Compensation: $350
- Down Day Compensation: $350
- Buyout: $7,500 if the talent is in the final edit and content is used (with an optional second-year buyout at a 10% increase)
- Print Fee (if used): $2,000, with a 10% increase for the second year
- Per Diem: $50 per day
- Travel Benefits: Roundtrip Premium Economy airfare and reimbursement for airport transfers in the US (with receipt submission)
Clinical Doctors for Major New Hulu Series
Job Description:
Alessi Hartigan Casting is seeking SAG background actors to portray clinical doctors for a major new Hulu series filming in Los Angeles, CA. This role requires individuals with a professional look and demeanor to represent clinical medical staff authentically. Selected actors will be needed for a fitting and one day of filming.
Job Responsibilities:
- Background Role: Act as a clinical doctor in various scenes, providing an authentic and professional portrayal.
- Fitting Requirement: Attend a fitting prior to the filming date to ensure the correct wardrobe and appearance on set.
- Follow Production Directions: Work with the production team to maintain continuity and professionalism in each scene.
Requirements:
- Union Status: SAG-AFTRA members only
- Location: Must be available to work in Los Angeles, CA
- Availability: Able to attend a fitting one day and work on set the following day
- Professional Appearance: Ability to convincingly portray a clinical doctor
Compensation:
- Rate: $216 for 8 hours, based on SAG background rates
Couple Role for E-commerce Platform Project “Robot Assistant”
Job Description:
We are seeking a real couple for the “Robot Assistant” project by an e-commerce platform. This role requires a dynamic, tech-savvy pair with a playful and positive energy. This non-union role will feature in social media content with the potential for broadcast use. Real couples are encouraged to apply together for added authenticity.
Job Responsibilities:
- On-Camera Performance: Portray a fun, tech-savvy couple with genuine chemistry, bringing a relatable and engaging energy to the screen.
- Work with Production Team: Follow direction from the crew to create authentic interactions and enhance the scenes with a natural connection.
- Convey Modern, Tech-Oriented Dynamic: Showcase a love for technology and playful interactions, adding to the campaign’s theme of innovation and connectivity.
Requirements:
- Male Partner: Age 28-35, any ethnicity, with an energetic and playful personality
- Female Partner: Age 20-28, any ethnicity, with a positive, confident, and techie demeanor
- Location: Must be based in New York City
- Real Couple Encouraged: Applying as a real couple is preferred to ensure natural chemistry and authenticity
Compensation:
- Rate: $800 per actor, all-inclusive
- Usage: Social media only, 3-month usage
- Broadcast Option: Additional $500 if content is selected for broadcast use
Daughter Role for E-commerce Platform Project “Robot Assistant”
Job Description:
We are casting for a female actor to portray a daughter in the “Robot Assistant” project by an e-commerce platform. This role requires a diverse, tech-savvy, and independent personality to bring authenticity and warmth to the project. Real daughters with fathers who fit the specified profile are encouraged to apply together for added authenticity. This non-union role will feature in social media content, with potential for broadcast use.
Job Responsibilities:
- On-Camera Performance: Portray a tech-savvy, independent daughter, bringing a relatable and modern energy to the screen.
- Work with Production Team: Collaborate with the director and crew to bring out natural, engaging interactions.
- Authentic Family Dynamic: If applying with a real father, create a genuine father-daughter dynamic that enhances the scenes.
Requirements:
- Gender: Female
- Age Range: 20-30
- Ethnicity: Open to all ethnicities
- Personality: Techie, independent, and confident
- Location: Must be based in New York City
- Real Father-Daughter Pair: If possible, applying with a real father aged 40-55 is highly encouraged for added authenticity
Compensation:
- Rate: $800, all-inclusive
- Usage: Social media only, 3-month usage
- Broadcast Option: Additional $500 if content is selected for broadcast use
Father Role for E-commerce Platform Project “Robot Assistant”
Job Description:
We are seeking a male actor to portray a father for the “Robot Assistant” project by an e-commerce platform. The role requires a warm and friendly energy, with a classic “dad” presence. This non-union role will be featured in social media content, with potential for broadcast use. Real fathers with daughters in the specified age range are encouraged to apply.
Job Responsibilities:
- On-Camera Performance: Act as a father figure with a natural, relatable demeanor, showcasing warmth and approachability.
- Work with Production Team: Collaborate closely with the director and crew to bring authenticity to the scenes.
- Engage in Family Dynamic: If applying with a real daughter, display a genuine father-daughter connection that resonates on screen.
Requirements:
- Gender: Male
- Age Range: 40-55
- Ethnicity: Open to all ethnicities
- Personality: Warm, friendly, and classic “dad” energy
- Location: Must be a New York City resident
- Real Father-Daughter Pair: If possible, applying with a real daughter aged 20-30 is highly encouraged for added authenticity
Compensation:
- Rate: $800, all-inclusive
- Usage: Social media only, 3-month usage
- Broadcast Option: Additional $500 if content is selected for broadcast use
White Male Adult Photodouble for “Stranger Things” Production
Job Description:
Casting for a photodouble role on the popular series Stranger Things. We are seeking a white male (or someone willing to portray a male) who matches specific physical attributes to double for a principal character. Filming will take place in Atlanta, GA, and surrounding areas on various dates.
Job Responsibilities:
- Photodoubling: Serve as a photodouble for a lead character, matching height, build, and overall appearance to maintain continuity on screen.
- On-Set Presence: Be available for fitting and filming dates, following direction from the production team to ensure accuracy in scenes.
- Professionalism: Work with crew members to help facilitate a smooth and efficient filming process.
Requirements:
- Gender: Male (or willing to portray male)
- Ethnicity: White / Caucasian
- Age: 18+
- Height: 5’2″ to 5’5″
- Shoe Size: 11.5 or 11.6
- Location: Must be local to Atlanta, GA, or surrounding cities
- Availability: Able to commit to all listed filming dates, plus additional dates in 2024
Compensation:
- Rate: $175 for 12 hours
- Gas Bump: Additional $30 for travel
Bikers with 80s & 90s Motorcycles for “Denim and Diamonds” Feature Film
Job Description:
Waldron Casting is seeking bikers with authentic 1980s or 1990s motorcycles to appear in the feature film “Denim and Diamonds,” filming in Montclair, NJ. This is an exciting opportunity for motorcycle enthusiasts to showcase their vintage bikes on set and participate in a nostalgic scene for the production.
Job Responsibilities:
- On-Set Performance: Act as a biker in a background role, riding or posing with your vintage motorcycle as directed by the production team.
- Motorcycle Scanning: Be prepared for your bike and potentially yourself to be digitally scanned for the creation of digital replicas to be used in connection with the film. Consent for scanning will be required.
- Follow Production Directions: Work closely with the crew to ensure continuity, positioning, and authentic portrayal for the scene.
Requirements:
- Motorcycle Type: Must own a motorcycle from the 1980s or 1990s
- Location: Must be available to film in Montclair, NJ
- Consent for Scanning: Willingness to sign a consent form for the creation and use of digital replicas of you and your motorcycle, as outlined by SAG’s basic agreement
Compensation:
- Base Rate: $216 for an 8-hour day (overtime for hours beyond 8)
- Bike Bump: $450 for 80s motorcycles, $350 for 90s motorcycles
Family Members for Cast Family in “See You” – Background Roles
Job Description:
CL Casting is seeking Caucasian actors to portray family members of the cast family for the project “See You,” filming in Downtown Atlanta. We are looking for an adult couple to play the aunt and uncle, and two adult siblings to play their children. Ideal candidates would be an actual family of four, but individual submissions are also welcome.
Job Responsibilities:
- Portray Cast Family Members: Act as part of a family unit in various scenes, adding authenticity to the family dynamic portrayed in the film.
- Collaborate on Set: Work with the director and crew to maintain consistency and follow directions to ensure a cohesive family presence in each scene.
Roles Available:
- Actual Adult Couple (Aunt & Uncle): Caucasian, ages 45-60
- Actual Adult Siblings (Children): Caucasian, ages 18-25
- Encouraged Submission: Actual family of four (aunt, uncle, and two adult children) is highly encouraged to submit together.
Requirements:
- Ethnicity: Caucasian
- Availability: Must be available for both filming dates
- Location: Must be able to work locally in Downtown Atlanta, GA
- Submission Photos: Include recent photos, a dated selfie, and details
Compensation:
- Rate: $112 for an 8-hour day
Background Actors for Diner and Bowling Alley Scenes in Feature Film
Job Description:
Brock Allen Casting is seeking background actors to portray patrons for an upcoming feature film shooting in Austin, TX. We are looking for men and women of any ethnicity, aged 20-65, to appear as either diner patrons or bowling alley patrons. This is a fantastic opportunity for those in Austin and surrounding areas to gain experience on a professional film set.
Roles Available:
- Diner Patrons
- Bowling Alley Patrons
Job Responsibilities:
- Portray Patrons: Act as a patron in a diner or bowling alley, contributing to a realistic and engaging atmosphere for the scene.
- Follow On-Set Directions: Work with the director and crew to ensure continuity and authenticity during filming.
Requirements:
- Gender: Male or Female
- Age Range: 20-65 years old
- Ethnicity: Open to all ethnicities
- Location: Must be able to work locally in Austin, TX, as travel and lodging are not provided
- Availability: Confirm your availability for either Monday, Nov 11, or Wednesday, Nov 13
- Optional: If you have bowling equipment, please note this in your submission
Compensation:
- Rate: $100 for an 8-hour day (guaranteed)
Background Actors for Pharmaceutical Commercial
Job Description:
Caballero Casting, LLC is seeking background actors for a pharmaceutical commercial for BIMZELX, produced by Fiona and directed by Theresa Wingert. Filming will take place in New Orleans, with actors working only one day during the shoot window. This is a SAG-AFTRA production, and all actors will be compensated at the union extras rate.
Job Responsibilities:
- Background Performance: Act as background talent to create a realistic and engaging atmosphere for the pharmaceutical commercial.
- Follow On-Set Directions: Work with the director and production team to ensure smooth and consistent performance throughout the filming day.
Requirements:
- Age Range: 25-65 years old
- Ethnicity, Gender, and Body Type: Open to all ethnicities, genders, and body types
- Location: Must be available to work in New Orleans
- Union Status: SAG-AFTRA members preferred; if represented by an agent, submissions must go through the agent
Compensation:
- Rate: SAG-AFTRA extras rate of $427.30 for the day