Client Service Associate

3 weeks ago

Alpharetta, United States Wealth With No Regrets Full time

Client Service Associate

We are looking for a Client Service Associate to join our team located in Alpharetta, GA. This role is integral to our team, and the successful candidate will be responsible for providing high quality service to clients and ensuring client priorities are executed accurately.

Skills & Experience Needed:

  • 2-5 years in Financial Services, required
  • Bachelor’s degree in finance or related field, required
  • Experience using Customer Relationship Management software, required
  • Desire to be part of a team that is living with purpose, love to support others
  • Care about serving people and the client experience is where you shine
  • High character and integrity, trustworthy
  • Alignment with organizations or groups whose mission is to serve others
  • Clear and effective communication in person or over the phone
  • Desire to know details and leave no stone unturned when gathering information
  • Systematic in your approach; you weigh the pros and cons and prioritize as a strategy
  • Task-driven and have the ability to get things done quickly
  • Organized and detail-oriented; able to find and access information when needed
  • Process-driven and can follow a system to complete projects on schedule
  • Proficient with Microsoft Office Suite including Excel, Word, & PowerPoint
  • Ability to use technology and outside resources to finish projects quickly

Key Responsibilities:

  • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Research client and security information through the back-office system.
  • Complete and process paperwork for new and existing clients, such as (but not limited to) Investment Management Agreements, Annuity Applications, Life Insurance Applications, etc. in a timely, but thorough manner.
  • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
  • Prepare and review all new account paperwork to ensure documents are complete and in good order.
  • Follow all established audit and compliance procedures.
  • Consistently document client service interactions into the CRM tool.
  • Work with the advisory team to capture and document important actions and ensure they are completed in a timely manner
  • Provide client and administrative support to multiple financial advisors including the establishment of new accounts, asset transfers, money movements, and other client directives.
  • Act as a liaison between our custodians, and vendors, and the firm

Salary:

  • $60K-$80K BOE

Benefits:

  • Paid Time Off (PTO): 10 Days per calendar year
  • Pay Increases: Increased pay and inflation adjustments annually is possible
  • Holidays: Regular full-time employees are entitled to 10 paid holidays each year with extended time around Thanksgiving and Christmas
  • Health Benefits: Health plan is available
  • Retirement: 3% contribution to 401k
  • Fringe Benefits: Lunch catered out each day at the office


Hours:

  • Monday-Friday, 9am-5pm (In office)


Presented by Advisor Employee Services Thank you for your interest in the Client Service Associate role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today

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