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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:
The Client Service Manager will play a vital role in ensuring client satisfaction by addressing service requests, resolving issues, and maintaining strong client relationships. 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 report to the Director of Client Service. #LI-Onsite
Main Accountabilities:
Client Relationship Management:
Wealth Manager Support:
Custodian Account Administration:
Cashiering Services:
Client Records Maintenance:
Meeting Coordination:
Financial Transactions:
Issue Resolution:
Compliance:
Experience and Qualifications:
Expectations:
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. Following these principles is important to creating a workplace environment that attracts and retains top talent.
Team over Self:
Engaged:
Initiative:
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.
Full Time
$84k-108k (estimate)
06/03/2024
06/20/2024
hightoweradvisors.com
CHICAGO, IL
200 - 500
2007
Private
ELLIOTT WEISSBLUTH
$10M - $50M
Business Services
HighTower Advisors is a financial services firm that provides fiduciary financial planning, wealth management and investment services.