POSITION: Client Services Manager (Financial Services Industry)
Start date: March 2025
Fingerlakes Wealth Management (FWM) is a Registered Investment Advisory Firm located in Ithaca, New York with clients throughout the United States. FWM specializes in client-focused financial planning including planning for retirement, education, legacies and other life goals. FWM is a Benefit Corporation under NYS Law and a certified B Corp and offers a suite of investment portfolios that are socially and environmentally screened as well as services that tailor portfolios to clients individual values and beliefs.
Responsibilities:
-Daily office administration, client service & development
-Maintain existing client relationships
-Greet and assist onsite guests
-Resolve client inquiries, making sure key client information and documentation is correct and up to date
-Onboard new client accounts, which includes the collection of required documentation and client information
-Perform administrative duties that support Partners in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, and reporting, file, & calendar maintenance
-Perform other office tasks
Qualifications:
-Experience in client services
-Adept at Interpersonal relationships
-Detail oriented with superior organizational skills
-Strong computer & technical skills (Microsoft Office products)
-Ability to master other computer programs
-Office organization, time management, & multi-tasking skills required
-Strong written & verbal communication skills
-Ability and desire to think critically & develop new, complex systems
-Education & Experience
-College degree preferred
-Knowledge of the financial industry, investment, and banking products preferred
-Honest, reliable, technologically savvy, quick learner, and good communication skills
Benefits:
-Competitive salary and performance-based incentives
-Comprehensive benefits package including health, dental, and vision insurance
-Retirement savings plan with company match
-Paid time off (PTO) and holidays
-Professional development and continuing education opportunities
-Opportunities for internal professional growth
Certifications (optional, but beneficial):
-Series 6, 7, 63, or 65 licenses, or a Certified Financial Planner (CFP) designation.
Job Type: Full-time
Pay: $23.00 - $27.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) 6% Match
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Parental leave
- Professional development assistance
- Tuition reimbursement
- Vision insurance
- Volunteer time off
Compensation Package:
- Profit sharing
- Yearly bonus
Schedule:
Ability to Relocate:
- Ithaca, NY 14850: Relocate before starting work (Required)
Work Location: In person
