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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 :
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. 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 :
Custodian Account Administration :
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 :
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 :
Engaged :
Initiative :
Continuous Improvement :
Empathetic :
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.
Last updated : 2024-05-17
Full Time
$94k-121k (estimate)
05/19/2024
05/26/2024