Client Services Associate
2 weeks ago
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 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.
- 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.
- Medical, Rx, and Wellness Benefits
- Dental and Vision Plan Options
- Short-term Disability
- 401(k) Retirement Plan
- Holiday Pay
Compensation / Pay Rate (Up to): $20.00 - $29.00 Per Hour
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