Client Service Manager

Client Service Manager

Our Pittsford, NY office has an excellent opportunity for a Client Service Manager. This individual will be focused on onboarding and servicing our high-net-worth clients. We are looking for someone with a high level of professionalism and knowledge to enhance our relationships with our clients who have complex service and investment needs. This is a collaborative, team-oriented environment offering career advancement opportunities.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $80,000.00 exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

• New Client Onboarding
• Client Relationship Management
• Industry/Company Knowledge
• Team and Corporate Support
• Improve Service Quality by Using AI and Digital Tools

Education/Qualifications

• 4-year college degree preferred (or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education).
• 3+ years of industry experience specifically in finance/banking
• Excellent oral and written communication skills
• Proficient with Salesforce, Power Point and Microsoft Office
• Organization skills and strong attention to detail with the ability to prioritize workflow and projects; able to work with deadlines and be flexible under pressure
• Demonstrated ability to build and maintain effective relationships with clients
• Proficient at using AI and digital tools

Comprehensive Benefits Offerings

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at

Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

OSHA Requirements:
This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.