Client Services Manager

Client Services Manager


POSITION: Client Services Manager (Financial Services Industry)

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.


  • Daily office administration, client service & development.
  • Maintain existing client relationships
  • Greet and assist onsite guests
  • Resolving 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


  • 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.

Education & Experience

  • College degree preferred
  • Knowledge of the financial industry, investment, and banking products preferred.
  • Looking for someone who is honest, reliable, technologically savvy, a quick learner, and a good communicator.

Starting ASAP

How to Apply

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