Client Service Manager - Fairport Wealth

Your Future Team:
Fairport Wealth is a values-based, purpose-driven practice that inspires 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 excel as a supportive, family-oriented practice. 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:
Our client Service Manager plays a key role in understanding client goals and contributes to the delivery of personalized, comprehensive financial solutions. As a primary point of contact, you will ensure that our practice delivers client service, supports our Advisor's success, and nurtures meaningful, lasting relationships with our clients – relationships that are the foundation of our business. You will report to the Director of Client Service.

What You'll Do:
Client Relationship Management
• Serve as the primary contact for client service needs, delivering prompt, personalized support by phone, email, and in-person interactions
• Build and maintain strong client relationships by providing thoughtful, proactive service
• Respond quickly to custodian alerts and client inquiries
Operational Support
• Process account transactions, coordinate maintenance requests, and manage client cash flow needs with accuracy and efficiency
• Maintain accurate and up-to-date client records, documenting all service activity to ensure data integrity and continuity of care
• Prepare for client meetings by scheduling, gathering relevant data, and ensuring materials are complete and accurate
Team Collaboration
• Partner with advisors and internal teams to ensure alignment between each client's financial plan and its implementation
• Support team plans and ad hoc projects that enhance our client experience and operational efficiency
• Build relationships with external partners such as attorneys and CPAs to support client needs holistically
Compliance & Quality
• Ensure all client interactions and documentation comply with practice policies and regulatory standards
• Contribute to a culture of continuous improvement by identifying opportunities to improve processes and enhance service delivery
What You'll Bring:
• A client-first mindset with a commitment to delivering client service
• Excellent communication, and problem-solving skills
• Demonstrated experience working collaboratively as part of a team
• Bachelor's degree preferred
• Familiarity with CRM systems and financial planning tools (e.g., Salesforce, eMoney, Black Diamond, Excel) preferred
• 2+ years of experience in a client service or financial services role
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
• 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)
What We Offer:
• Coverage on the first day of employment for Medical, Dental, and Vision insurance
• Paid Parental Leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k Matching Plan
• HSA Employer Contributions
• Student Loan Assistance
• Pet Insurance
Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orient