Client Support Specialist

WHO WE ARE:

Finger Lakes Investments a growing wealth management firm, is seeking a Client Support Specialist to assist us in our mission of helping clients achieve their financial goals. We are a completely independent firm with no proprietary products so we are able to offer unbiased, holistic, objective advice and service.

Our mission is to not only help our clients create great lives and reach their financial goals, but also give our employees employment satisfaction and great lives outside of work.  

Primary Responsibilities:

o  Administrative support for FLX team

o  Coordinate client meetings, including scheduling, document processing, and follow-up.

o  Prepare, process, blotter and follow up on client service requests such as:

o  Inform team of trades, buys, sells, & distribution requests from clients

o  Deposit investment checks

o  Client Account documentation, maintenance & processing

o  Assist clients with online account access & maintenance

o  Change clients account address, phone, email, bank instructions etc.

o  Greet clients and other visitors coming in to the office

o  Open and distribute all mail each day

o  Answer main phone line

o  Prepare new client documents

o  Maintain CRM (Redtail) database

o  Input/update contact info

o  Set up, Follow up on review appointments

o  Prepare and send blast email messages to clients

o  Create various templates (email, activity, etc.)

o  Create and run various reports

o  Update/Maintain FLIC website (flxinvestments.com)

o  Content

o  Update/Maintain client data at Osaic Wealth and eQuipt 

o  Required documents and follow-up

o  Linking accounts

o  New Accounts started

o  Get PMR approvals (Promotional Material Request)

As Needed:

·        Assist in required Osaic documents and requests

·        Prepare and send client communications such as birthday and anniversary cards, review appointment requests, etc.

·        Help plan & coordinate Client Events

·        Maintain office supplies

·        Monthly correspondence blotters for Dan B. & Jake B. 

What we Offer:

·        Flexibility with work schedules to accommodate personal needs

·        In person (Pittsford, NY, 40 Hours, Monday-Friday)

·        $50,000 Salary based on experience

·        SIMPLE IRA contribution (match up to 3% of compensation)

·        Paid Health Insurance, Single High Deductible Plan plus $1,000/year HSA contribution

·        $2,500 payout if you opt out of health insurance

·        10 days of PTO

·        10 Paid Holidays when the stock market is closed 2 extra (your choice)

·        5 Paid Sick Days

·        Potential bonus based on overall success of business and your contribution to it

JOB SUMMARY:

This is a professional position that will be part of our team by supporting and servicing existing and potential clients with our wealth management process. You will be expected to assist and understand all aspects of the business for superior client service. These aspects will include responding to client requests, data entry, client relationship management and software, utilizing client reporting, financial planning and investment statement preparation. Mentoring and big-picture direction will be provided, but you must have the ability to utilize critical thinking skills, work independently, be open to learning and anticipate client needs. The firm is committed to helping the new hire reach his or her goals.

WHAT TO EXPECT:

·        Work in the office M-F 8:30 AM- 4:30PM

·        Flexibility with work schedules to accommodate personal needs.

·        Be part of team meetings on strategies for client accounts.

·        Cross training for shared responsibilities.

·        Involvement in all aspects of pre-client meeting activities, such as gathering client finances information, preparation of meeting agendas and recommendations, client paperwork, meeting notes and post client meeting tasks.

·        Greet clients and visitors coming to the office.

·        Provide information/education to clients about the purpose and details of their strategies.

·        Prepare and send client birthday and anniversary cards, review appointment requests and reminders.

·        Servicing client needs and requirements as determined through client interaction and advisor requests

·        Create and run various reports for clients and advisors.

·        Handle communication with the client base including phone calls, emails and meetings.

·        Provide positive and professional service to the client base assigned.

·        Build and maintain a relationship with the client base with main focus on service and operations.

·        Adhere to all company and industry supervisory guidelines and policies.

·        Participate in advisor meetings, training, and continuing education requirements.

·        Help plan, coordinate and attend firm client events.

WHAT YOU NEED:

·        Excellent interpersonal & communication skills.

·        Excellent attitude and an extraordinary client service orientation.

·        A genuine interest in serving and caring for other people.

·        The desire to continue learning.

·        Excellent organizational and time management skills.

·        Ability to handle multiple tasks and priorities simultaneously.

·        2 years of client service in wealth management or investment advisory experience preferred, but at least any client service work

In exchange for your expertise, we offer a base salary, bonus potential based on the firm’s growth, SIMPLE IRA plus matching, health benefits, a potential for career growth, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is client service oriented, motivational and focused on healthy living for our employees.

For more information about our company, please visit our website: flxinvestments.com.

If you’re interested in this opportunity, please send your resume and letter of interest to Dan Blondell & Jake Blondell at: dblondell@flxinvestments.com; jblondell@flxinvestments.com.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

This is not intended to be an all-inclusive list; other duties may be required