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:
Creative Production Crew Casting Call for Art Project – New York City
Job Description
An upcoming creative art project in New York City is seeking experienced local production crew members to join a professional photography and visual arts production. The team is looking for talented individuals with backgrounds in photography assistance, casting, production support, hair and makeup, and on-camera talent. Priority positions include experienced photo assistants and casting directors. This is an exciting opportunity for creative professionals to collaborate on an artistic production and contribute their skills to a unique visual project.
Job Responsibilities
- Collaborate with the creative team to support the successful execution of an upcoming art project.
- Photo Assistants: Assist with photography equipment, lighting setups, studio preparation, and on-set technical support.
- Casting Agents / Casting Directors: Help identify, coordinate, and manage suitable talent for the production.
- Runners / Production Assistants: Support daily production operations, equipment coordination, and general on-set tasks.
- Hair and Makeup Artists: Provide professional hair styling and makeup services for participating talent.
- Models / Talent: Participate in creative photography sessions and follow artistic direction.
- Maintain professionalism, teamwork, and effective communication throughout production.
Requirements
- Seeking local production crew members based in New York City.
- Open positions include:
- Experienced Photo Assistants – Priority hiring.
- Casting Agents / Casting Directors – Priority hiring.
- Runners / Production Assistants.
- Hair and Makeup Artists.
- Models / Talent.
- Relevant experience in photography, casting, production, beauty, or creative arts is preferred.
- Strong communication and collaboration skills.
- Ability to work efficiently in a professional creative production environment.
- Comfortable following artistic direction and adapting to production needs.
- Must be available to work locally in New York City.
Compensation
- Compensation details have not been provided.
Job Title
Skycam Utility – Michigan @ Minnesota – 10/1/26-10/3/26
Job Description
MING Entertainment is hiring a Skycam Utility for Michigan @ Minnesota at Huntington Bank Stadium in Minneapolis, Minnesota (10/1/26-10/3/26),for the college football broadcast on ESPN. Skycam Utility crew assist Technical Operations with game-day operations and strike for remote TV broadcasts: watch the cables and reels the Skycam hangs from to prevent tangling, and unload and load medium-to-heavy cases off the broadcast trucks. Applications are submitted through the online form on the listing page.
Job Responsibilities
- Assist Technical Operations with game-day operations and strike for remote TV broadcasts
- Watch the cables and reels the Skycam hangs from to prevent tangling
- Unload and load medium-to-heavy broadcast cases off the trucks
Requirements
- Assist in set-up (unloading the truck, carrying equipment) and strike
- Not afraid of heights; may need to climb or walk catwalks
- Able to lift up to 40 lbs
Compensation
- Pay rate not listed
Job Title
Skycam Utility – Miami @ Clemson – 10/1/26-10/3/26
Job Description
MING Entertainment is hiring a Skycam Utility for Miami @ Clemson at Memorial Stadium in Clemson, South Carolina (10/1/26-10/3/26),for the college football broadcast on ESPN. Skycam Utility crew assist Technical Operations with game-day operations and strike for remote TV broadcasts: watch the cables and reels the Skycam hangs from to prevent tangling, and unload and load medium-to-heavy cases off the broadcast trucks. Applications are submitted through the online form on the listing page.
Job Responsibilities
- Assist Technical Operations with game-day operations and strike for remote TV broadcasts
- Watch the cables and reels the Skycam hangs from to prevent tangling
- Unload and load medium-to-heavy broadcast cases off the trucks
Requirements
- Assist in set-up (unloading the truck, carrying equipment) and strike
- Not afraid of heights; may need to climb or walk catwalks
- Able to lift up to 40 lbs
Compensation
- Pay rate not listed
Job Title
Runner II – Miami @ Clemson – 10/1/26-10/3/26
Job Description
MING Entertainment is hiring a Runner II for Miami @ Clemson at Clemson University in Clemson, South Carolina (10/1/26-10/3/26),for the ACC Huddle broadcast on ESPN. Runner II crew assist Operations and Production on site for remote broadcasts: run errands, distribute information, coordinate announcer arrivals and departures, and handle other show tasks as directed. Applications are submitted through the online form on the listing page.
Job Responsibilities
- Assist Operations and Production on site for remote broadcasts
- Run errands, distribute information, and coordinate announcer arrivals and departures
- Handle other show tasks as directed by the operations team
Requirements
- Live within 100 miles of the venue
- 21 or older with legal U.S. work status
- Valid driver license
- Minimum 8 shows as a regional-level runner in live remote productions
- Reliable communication by cell, text, and email
- Check in and out each day with the operations team
- Positive, proactive attitude in a fast-paced, changing environment
Compensation
- Pay rate not listed
Job Title
Utility II – Miami @ Clemson – 10/1/26-10/3/26
Job Description
MING Entertainment is hiring a Utility II for Miami @ Clemson at Clemson University in Clemson, South Carolina (10/1/26-10/3/26),for the ACC Huddle broadcast on ESPN. Utility II crew assist Technical Operations with set-up, execution, and teardown for remote TV broadcasts: unload and load medium-to-heavy cases, lay out and pick up broadcast cabling, pull and coil cable for camera operators, and carry camera batteries. Applications are submitted through the online form on the listing page.
Job Responsibilities
- Assist Technical Operations with set-up, execution, and teardown for remote TV broadcasts
- Unload and load medium-to-heavy broadcast cases
- Lay out and pick up broadcast cabling; pull and coil cable for camera operators
- Carry camera batteries
Requirements
- Live within 100 miles of the venue
- 18 or older with legal U.S. work status
- Minimum 7 shows as a regional-level utility in live remote productions
- Operational familiarity with TV equipment (cameras, cables, monitors)
- Skilled at over/under cable wrapping and tidy coils
- Positive, proactive attitude in a fast-paced, changing environment
Compensation
- Pay rate not listed
Job Title
Skycam Utility – BYU @ TCU – 10/1/26-10/3/26
Job Description
MING Entertainment is hiring a Skycam Utility for BYU @ TCU at Amon G. Carter Stadium in Fort Worth, Texas (10/1/26-10/3/26),for the college football broadcast on ESPN. Skycam Utility crew assist Technical Operations with game-day operations and strike for remote TV broadcasts: watch the cables and reels the Skycam hangs from to prevent tangling, and unload and load medium-to-heavy cases off the broadcast trucks. Applications are submitted through the online form on the listing page.
Job Responsibilities
- Assist Technical Operations with game-day operations and strike for remote TV broadcasts
- Watch the cables and reels the Skycam hangs from to prevent tangling
- Unload and load medium-to-heavy broadcast cases off the trucks
Requirements
- Assist in set-up (unloading the truck, carrying equipment) and strike
- Not afraid of heights; may need to climb or walk catwalks
- Able to lift up to 40 lbs
Compensation
- Pay rate not listed
Runner – Philadelphia @ Chicago – 9/28/26
Job Description
MING Entertainment is hiring a Runner for Philadelphia @ Chicago at Soldier Field in Chicago, Illinois (9/28/26),for the Monday Night Football broadcast on ABC. Runner crew assist Operations and Production on site for remote broadcasts: run errands, distribute information, coordinate announcer arrivals and departures, and handle other show tasks as directed. Applications are submitted through the online form on the listing page.
Job Responsibilities
- Assist Operations and Production on site for remote broadcasts
- Run errands, distribute information, and coordinate announcer arrivals and departures
- Handle other show tasks as directed by the operations team
Requirements
- Live within 100 miles of the venue
- 21 or older with legal U.S. work status
- Valid driver license
- Previous runner or PA experience
- Reliable communication by cell, text, and email
- Positive, proactive attitude in a fast-paced, changing environment
Compensation
- Pay rate not listed
Job Title
Utility III – Alabama @ Mississippi St – 10/1/26-10/3/26
Job Description
MING Entertainment is hiring a Utility III for Alabama @ Mississippi St at The Junction in Starkville, Mississippi (10/1/26-10/3/26),for the SEC Nation broadcast on ESPN. Utility III crew assist Technical Operations with set-up, execution, and teardown for remote TV broadcasts: unload and load medium-to-heavy cases, lay out and pick up broadcast cabling, pull and coil cable for camera operators, and carry camera batteries. Applications are submitted through the online form on the listing page.
Job Responsibilities
- Assist Technical Operations with set-up, execution, and teardown for remote TV broadcasts
- Unload and load medium-to-heavy broadcast cases
- Lay out and pick up broadcast cabling; pull and coil cable for camera operators
- Carry camera batteries; may assist scenic or lighting and work overhead
Requirements
- Live within 100 miles of the venue
- 18 or older with legal U.S. work status
- Minimum 10 shows as a regional-level utility in live remote productions
- Operational familiarity with TV equipment (cameras, cables, monitors)
- Skilled at over/under cable wrapping and tidy coils
- Positive, proactive attitude in a fast-paced, changing environment
Compensation
- Pay rate not listed
Job Title
Runner III – Alabama @ Mississippi St – 10/1/26-10/3/26
Job Description
MING Entertainment is hiring a Runner III for Alabama @ Mississippi St at The Junction in Starkville, Mississippi (10/1/26-10/3/26),for the SEC Nation broadcast on ESPN. Runner III crew assist Operations and Production on site for remote broadcasts: run errands, distribute information, coordinate announcer arrivals and departures, and handle other show tasks as directed. Applications are submitted through the online form on the listing page.
Job Responsibilities
- Assist Operations and Production on site for remote broadcasts
- Run errands, distribute information, and coordinate announcer arrivals and departures
- Handle other show tasks as directed by the operations team
Requirements
- Live within 100 miles of the venue
- 21 or older with legal U.S. work status
- Valid driver license
- Minimum 10 shows as a regional-level runner in live remote productions
- Reliable communication by cell, text, and email
- Positive, proactive attitude in a fast-paced, changing environment
Compensation
- Pay rate not listed
Job Title
Utility III – Philadelphia @ New Jersey – 9/30/26
Job Description
MING Entertainment is hiring a Utility III for Philadelphia @ New Jersey at Prudential Center in Newark, New Jersey (9/30/26),for the NHL hockey broadcast on ESPN. Utility III crew assist Technical Operations with set-up, execution, and teardown for remote TV broadcasts: unload and load medium-to-heavy cases, lay out and pick up broadcast cabling, pull and coil cable for camera operators, and carry camera batteries. Applications are submitted through the online form on the listing page.
Job Responsibilities
- Assist Technical Operations with set-up, execution, and teardown for remote TV broadcasts
- Unload and load medium-to-heavy broadcast cases
- Lay out and pick up broadcast cabling; pull and coil cable for camera operators
- Carry camera batteries; may assist scenic or lighting and work overhead
Requirements
- Live within 100 miles of the venue
- 18 or older with legal U.S. work status
- Minimum 10 shows as a regional-level utility in live remote productions
- Operational familiarity with TV equipment (cameras, cables, monitors)
- Skilled at over/under cable wrapping and tidy coils
- Positive, proactive attitude in a fast-paced, changing environment
Compensation
- Pay rate not listed
Job Title
Skycam Utility – Notre Dame @ North Carolina – 9/30/26-10/3/26
Job Description
MING Entertainment is hiring a Skycam Utility for Notre Dame @ North Carolina at Kenan Memorial Stadium in Chapel Hill, North Carolina (9/30/26-10/3/26),for the college football broadcast on ESPN. Skycam Utility crew assist Technical Operations with game-day operations and strike for remote TV broadcasts: watch the cables and reels the Skycam hangs from to prevent tangling, and unload and load medium-to-heavy cases off the broadcast trucks. Applications are submitted through the online form on the listing page.
Job Responsibilities
- Assist Technical Operations with game-day operations and strike for remote TV broadcasts
- Watch the cables and reels the Skycam hangs from to prevent tangling
- Unload and load medium-to-heavy broadcast cases off the trucks
Requirements
- Assist in set-up (unloading the truck, carrying equipment) and strike
- Not afraid of heights; may need to climb or walk catwalks
- Able to lift up to 40 lbs
Compensation
- Pay rate not listed
Job Title
Skycam Utility – Florida @ Missouri – 9/30/26-10/3/26
Job Description
MING Entertainment is hiring a Skycam Utility for Florida @ Missouri at Faurot Field at Memorial Stadium in Columbia, Missouri (9/30/26-10/3/26),for the college football broadcast on ESPN. Skycam Utility crew assist Technical Operations with game-day operations and strike for remote TV broadcasts: watch the cables and reels the Skycam hangs from to prevent tangling, and unload and load medium-to-heavy cases off the broadcast trucks. Applications are submitted through the online form on the listing page.
Job Responsibilities
- Assist Technical Operations with game-day operations and strike for remote TV broadcasts
- Watch the cables and reels the Skycam hangs from to prevent tangling
- Unload and load medium-to-heavy broadcast cases off the trucks
Requirements
- Assist in set-up (unloading the truck, carrying equipment) and strike
- Not afraid of heights; may need to climb or walk catwalks
- Able to lift up to 40 lbs
Compensation
- Pay rate not listed
