Client Services Manager

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
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning corporate events
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
Ability and desire to think critically & develop new, complex systems
Education & Experience
Knowledge of the financial industry, investment, and banking products preferred
Honest, reliable, technologically savvy, quick learner, and good communication skills

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