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    Client Service Manager - Cleveland, United States - HighTower Advisors

    HighTower Advisors
    HighTower Advisors Cleveland, United States

    2 weeks ago

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    Description

    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:

    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:

    • 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:

    • Work with the Advisors to collect and analyze relevant data needed to develop a Financial Plan.
    • Assist Wealth Managers in resolving client service issues and supporting client interactions for existing and prospective clients.
    • Support the client service team to prepare any performance, transactional or tax reporting.

    Custodian Account Administration:

    • Prepare and track account paperwork, ensuring accurate and efficient processing for new and existing relationships.

    Cashiering Services:

    • Complete all client cashiering needs, including processing transactions and managing account funding.

    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.

    Financial Transactions:

    • Process client tax payments and handle bill payments as needed to support client financial needs.

    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:

    • 2-5 years of experience working in financial services, preferably with high-net-worth clients
    • College degree preferred
    • Knowledge of regulatory environment for the financial services sector is advantageous
    • Detail-oriented self-starter with the ability to take initiative and prioritize duties effectively
    • Comfortable with face-to-face client interaction and building rapport
    • Able to adapt to changing priorities
    • Excellent organizational skills with proficiency in Windows and Microsoft Office
    • Experience with Orion, eMoney, and Salesforce CRM is a plus, but not required

    Expectations:

    • Meet or exceed the set targets and metrics.
    • Collaborate effectively with cross-functional teams.
    • Ensure compliance with company policies and industry regulations.
    • Continuously seek opportunities for improvement and efficiency.
    • Maintain a positive and professional demeanor.
    • Stay current with industry trends and best practices.
    • Maintain alignment with the Firm's Vision

    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:

    • Collaborative mindset
    • Contributor to the greater good
    • Sense of shared purpose

    Engaged:

    • Understanding of goals
    • Strive to do the best
    • Big-picture thinking
    • Thoughtfulness in actions

    Initiative:

    • Proactive assistance and insight
    • Solutions-oriented approach
    • Continuous Improvement:
    • Commitment to excellence
    • Embrace growth opportunities

    Empathetic:

    • Service-oriented mindset
    • Put oneself in the shoes of clients (internal or external)

    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.

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