Client Services Associate
1 week ago
A faith-based financial organization in Alpharetta, GA is seeking a warm and friendly Client Service Associate. This administrative role supports a high performing team who serves high net worth clients and families. Important traits to have include the ability to thrive in a fast-paced, team-oriented environment, high attention to detail, strong communication skills, and strong personal values.
Direct hire opportunity with a full-time, 100% in-office schedule.
Responsibilities:
- Manages and coordinates client request, including financial transactions, account openings and maintenance, organizes client meetings and responds to client inquiries in a professional manner
- Proactively responds to urgent needs and understands the company's financial planning philosophy
- Maintains accurate electronic database of prospect and client information
- Ensures compliance with policies and procedures
- Provides administrative support including managing quarterly billing, scheduling client/team meetings, and managing the expense reporting process
- Builds efficiencies and effectiveness into administrative and clerical tasks
Qualifications:
- Bachelor's degree preferred
- Proficient in Microsoft Office
- 3+ years of professional experience
- Strong technical aptitude
- Sharp organizational skills
- Great communication skills
- High level of professionalism
Benefits & Compensation:
- $55,000 - $65,000
- Vacation & holiday schedule
- Employer sponsored health insurance
- Contributing retirement
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