Client Services Manager - Nottingham Advisors (On-Site)

Overview
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal‑opportunity workplace and affirmative‑action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities
Summary

The Client Service Manager (CSM) serves as the primary operational and relationship support contact for clients and advisors. This role ensures an exceptional client experience by coordinating account servicing, onboarding, compliance documentation, and ongoing administrative support while partnering closely with Financial Advisors and Portfolio Managers.

The ideal candidate is detail‑oriented, proactive, and highly client‑focused, with experience in wealth management or financial services.

Key Responsibilities

Client Relationship Support

Serve as day‑to‑day contact for client service requests

Facilitate account openings, transfers (ACATs), and asset movements

Coordinate meeting preparation and follow‑up

Maintain accurate client records in CRM

Assist in client onboarding and periodic reviews

Account Administration

Prepare and process new account paperwork

Monitor account documentation for compliance completeness

Coordinate with custodians (e.g., Schwab, Fidelity, Pershing)

Track money movements and ensure timely execution

Support tax document delivery and reporting inquiries

Advisor Support

Prepare performance reports and portfolio summaries

Assist with proposal generation and financial planning coordination

Support trading operations as needed

Help implement planning‑driven portfolio changes

Compliance & Risk Management

Ensure adherence to SEC/State RIA regulations

Maintain documentation standards

Support audit and compliance reviews

Monitor suitability and client profile updates

Operations & Process Improvement

Identify workflow efficiencies

Maintain standardized service procedures

Participate in system upgrades and CRM optimization

Qualifications
Required

3-7 years experience in RIA, wealth management, or brokerage firm

Strong knowledge of custodial platforms and account paperwork

Familiarity with CRM systems (Redtail, Salesforce, Wealthbox)

Excellent organizational and communication skills

High attention to detail

Preferred

Series 65 or willingness to obtain

Bachelor's degree in Finance, Business, or related field

Experience supporting high‑net‑worth or retirement‑income clients

Working knowledge of financial planning software (eMoney, MoneyGuidePro)

Core Competencies

Client‑first mindset

Operational precision

Confidentiality & discretion

Strong follow‑through

Team collaboration

Other Job Information
Compensation:

Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affi…

The Company will make reasonable accommodations for qualified individuals with a disability.

Minimum Salary
USD $66,000.00 / Yr.

Maximum Salary
USD $108,804.00 / Yr.

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