Client Service Manager

2 weeks ago

Cleveland, United States Fairport Wealth Full time

Your Future Team:

Fairport Wealth is a values-based, purpose-driven organization that inspires over 2000 families with comprehensive wealth management solutions. Headquartered in Cleveland, Ohio, we serve clients in six regional offices and are strengthened by the resources of Hightower Advisors. Our roots date back to a multi-generational business, and we continue to thrive as a supportive, family-oriented organization. Over six decades, we have thoughtfully incorporated teams with visionary founders, each bringing diverse talents, all of whom looked to put the client first.


Job Summary:

The Client Service Manager will play a vital role in ensuring client satisfaction by addressing service requests, resolving issues, and maintaining strong client relationships. We ask that you be a detail-oriented person with excellent written and oral communication skills and a proactive approach to client service. You will learn the foundations of financial planning and steps taken to develop a comprehensive financial plan, and be interested in career growth within the Firm. You will report to the Director of Client Service. 


Main Accountabilities:

Client Relationship Management:

  • Establish and nurture excellent client relationships through personalized interactions through in-person, telephone, and email communication channels, serving as the primary contact for clients on account servicing requests.

Wealth Manager Support:

  • Work with the Advisors to collect and analyze relevant data needed to develop a Financial Plan.
  • Assist Wealth Managers in resolving client service issues and supporting client interactions for existing and prospective clients.
  • Support the client service team to prepare any performance, transactional or tax reporting.

Custodian Account Administration:

  • Prepare and track account paperwork, ensuring accurate and efficient processing for new and existing relationships.
  • Cash Flow Administration Services:
  • Process transactions, coordinate account funding, and administer client cash flow needs.

Client Records Maintenance:

  • Maintain up-to-date client records and document all client interactions and service work to ensure accurate client information.

Meeting Coordination:

  • Schedule client meetings and prepare necessary materials to facilitate productive client interactions.

Issue Resolution:

  • Provide clients and advisors with account information and address concerns through timely follow-up and resolution of issues.

Compliance:

  • Maintain compliance with corporate and regulatory standards while supporting company projects.


Experience and Qualifications:

  • 2-5 years of experience working in financial services, preferably with high-net-worth clients.
  • Bachelor’s degree in business or a related field.
  • Genuine interest in the financial services industry.
  • High level of ethical and moral integrity
  • Knowledge of regulatory environment for the financial services sector is advantageous.
  • Self-starter with the ability to take initiative and prioritize tasks.
  • Comfortable with face-to-face client interaction and building relationships.
  • Critical thinking abilities with the capacity to adapt to changing priorities.
  • Proficiency in Windows and Microsoft Office particularly Excel at an intermediate to advanced level; VBA/Macro a plus but not required.
  • Experience with Orion, eMoney, and Salesforce CRM is a plus, but not required.


Company Culture:

Embracing our core values is crucial for a Client Service Manager, as these values form the foundation for promoting a positive workplace culture. Incorporating these values into daily operations is important for enhancing productivity, building strong client relationships, and nurturing an atmosphere of trust and growth.


Team over Self:

  • Collaborative mindset
  • Contributor to the greater good
  • Sense of shared purpose

Engaged:

  • Understanding of goals
  • Strive to do the best
  • Big-picture thinking
  • Thoughtfulness in actions

Initiative:

  • Proactive assistance and insight
  • Solutions-oriented approach

Continuous Improvement:

  • Commitment to excellence
  • Embrace growth opportunities

Empathetic:

  • Service-oriented mindset
  • Put oneself in the shoes of clients (internal or external)


AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.


You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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