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Client Services Associate

3 months ago

Atlanta, United States PrideStaff Full time $20 - $29
Job DescriptionJob Description

Client Services Associate

Hours: M-F, 8 am - 5 pm

Pay Rate: $20-29 / hr (depending on experience) 

Location: Atlanta, GA - 30342

PrideStaff, a nationally recognized staffing company, is looking for a Client Services Associate to provide operational and administrative support for a financial advisory practice in the Sandy Springs / Buckhead area. Day-to-day duties entail a wide variety of responsibilities and skills, including administrative, client service, and advisor support. The ideal candidate is detail-oriented with proven organizational skills, able to self-manage time efficiently and prioritize tasks, can embrace technology and the efficiencies it allows, and is a driven self-learner who is always looking to improve processes. 

Responsibilities:

  • Receive and route phone calls to appropriate parties or take messages.
  • Deliver exceptional client service and serve as a liaison between advisor and clients.
  • Proactive follow-up with clients to confirm account updates, paperwork, and check receipts.
  • Collect appropriate documentation to support the new client onboarding and billing process and ongoing delivery of wealth management services.
  • Review daily tasks and alerts and process accordingly.
  • Follow up with clients as necessary to make sure all paperwork is received.
  • Document all communication & interactions with clients in CRM in a timely manner.
  • Handle miscellaneous administrative and operational activities (e.g., print, scan, fax documents, filing, mailing).
  • Provide support on special projects, as needed.

Qualifications:

  • 2-4 years in client service preferred.
  • Higher education required.  
  • Personable, responsive, engaging. 
  • Adept at self-management and problem-solving.
  • Excellent written and verbal communication skills
  • Strong computer skills; high degree of proficiency with Word, Excel, Outlook. CRM software a plus.
  • Organized multi-tasking with ability to work with frequent interruptions is a must. 
Company DescriptionInterested in this position? Apply with us online and we will be sure to contact you as soon as your application has been received Please be sure to include a resume with updated contact information

Join Us.

PrideStaff Company Overview
PrideStaff wants you to Succeed We have dedicated consultants that provide employment market insights and resources We offer the support you need along the way. Over the years, we have helped tens of thousands of people find outstanding career growth opportunities. At PrideStaff, we truly value people, and we are dedicated to getting to know you and advocating on your behalf with our network of employers from across the country. Our Recruiters will help guide you with career tools and resources.Company DescriptionInterested in this position? Apply with us online and we will be sure to contact you as soon as your application has been received Please be sure to include a resume with updated contact information\r
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Join Us.\r
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PrideStaff Company Overview\r
PrideStaff wants you to Succeed We have dedicated consultants that provide employment market insights and resources We offer the support you need along the way. Over the years, we have helped tens of thousands of people find outstanding career growth opportunities. At PrideStaff, we truly value people, and we are dedicated to getting to know you and advocating on your behalf with our network of employers from across the country. Our Recruiters will help guide you with career tools and resources.