Nottingham Advisors Operations Service Manager

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Works directly with brokers and high net worth clients to process new accounts, including tracking and recordkeeping. This role interacts with all clients and advisor partners of the firm, providing primary operational and client service support to the Nottingham team.

Essential Duties:

• Prepare, procure, process and coordinate all account opening and account agreement documents
• Enter, verify and maintain all customer and firm data in core recordkeeping and billing systems, CRM systems, and custodial platforms
• Support Nottingham group with client analysis and reporting
• Manage new client requests from financial advisor partners relating to account administration
• Responsible for requesting and managing client documentation and reporting
• Develop and maintain procedures for account opening and maintenance
• Lead the initiative to facilitate efficient operations and system improvement projects
• Oversee journals, accounts transfers and move money transactions
• Train new employees on all operation procedures

Ancillary Duties:

As an integral member of the Wealth Management department, this position is responsible to provide assistance wherever necessary to help the department and the bank in achieving their goals.

Education, Training and Requirements:

• Four-year college degree in business and/or finance
• All applicants must be 18 years of age or older

Skills:

• Strong customer service, communication, interpersonal, attention to detail and organizational skills.
• Ability to multi-task in a fast-paced environment.
• Ability to work independently to facilitate problem solving.
• Proficient with Microsoft products.

Experience:

• 6 + years of experience in the financial service industry.
• Familiarity with various broker/dealer and custodial platforms, specifically Charles Schwab, and their functions relating to account opening, paperwork processing, and account maintenance.
• Experience with DocuSign or AdobeSign technology.
• Experience in operations and client service functions at RIAs and/or broker/dealers.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee may be required to stand, walk, sit, use hands t

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.