Client Service Representative

Fairport Wealth/Luma Wealth is looking for an experienced, full-time Client Service Representative. The Client Service Representative will be responsible for providing a smooth client experience as a member of the Advice Staff with the potential for future career growth opportunities.

Responsibilities and Duties:

  • Reception/Front Desk Coverage
  • Scanning & Binding
  • Mail and Fedex
  • Client checks and check log
  • Preparation and tracking of client custodial account paperwork for new relationships
  • Interaction with custodians
  • Client meeting ordering, setup and breakdown
  • Meeting material preparation for prospects
  • Client and prospect communication
  • Client gifts
  • Lead entry into Client Relationship Management (CRM) system
  • Potential for some 401k plan setup administrative responsibilities

Qualifications and Skills

  • 1-3 years of experience working in a professional environment preferred
  • Working knowledge of Microsoft Office
  • Detail-oriented
  • Strong organizational skills
  • Strong work ethic
  • Ability to handle multiple priorities with minimal supervision
  • Enthusiastic learner
  • Strong written and verbal communication skills
  • Self-starter with ability to collaborate and work in a team first environment
  • Experience with a Client Relationship Management (CRM) system a plus
  • Experience with a Client Relationship Management (CRM) system a plus

Submit your resume to No phone calls, please.

With roots dating back to 1963, Fairport Wealth INSPIRES FAMILIES by providing comprehensive wealth management solutions. Our team of credentialed professionals have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value professional, yet approachable style. Securities offered through HighTower Securities, LLC, Member FINRA/SIPC , Hightower Advisors , LLC is a SEC registered investment advisor. . More information available at &