Fingerlakes Wealth Management · 9 hours ago
Client Services Manager
Ithaca, NY
Full-time
Onsite
Mid LevelFingerlakes Wealth Management (FWM) is a Registered Investment Advisory Firm located in Ithaca, New York, specializing in client-focused financial planning. The Client Services Manager will be responsible for daily office administration, maintaining client relationships, onboarding new clients, and supporting the marketing strategy.
ConsultingInsuranceRisk Management
Hiring Manager
Melissa Vanderhoof, FBS®
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
Qualification
Required
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
Preferred
College degree preferred
Knowledge of the financial industry, investment, and banking products preferred
Honest, reliable, technologically savvy, quick learner, and good communication skills
Company
Fingerlakes Wealth Management
Fingerlakes Wealth Management is a consultancy that offers estate planning, tax-efficient investing, risk management and insurance.
Founded in 2009
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase