Client Service Associate

4 days ago

Alpharetta, United States Ronald Blue & Co Full time

Job Type

Full-time

Description

About Blue Trust

Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With $59 billion assets under advisement and a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states.*

* As of 6/30/2024 and subject to change.

Role Overview

We are seeking a dedicated Client Service Associate with a passion for delivering exceptional client service. This role will report directly to the Client Service Manager and requires a self-starter who is excited to support team members in serving the unique needs of institutional clients and ultra-high-net-worth families. This individual will serve as a first responder for client requests and be able to thrive in a fast-paced, team-oriented environment and have a high attention to detail and strong communication skills.

Key Responsibilities

  • Client Service: 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 financial planning philosophy and biblical basis upon which Blue Trust serves its client base.
  • Operations and Compliance Support: Maintains accurate electronic database of prospect and client information in the CRM and DMS systems. Assists the Company's Compliance Department in monitoring division activities and addressing items of concern.
  • Administration Oversight: Provides administrative support to the Division and/or team including managing quarterly billing, scheduling client/team meetings, and managing the expense reporting process. Seeks to build efficiencies and effectiveness into administrative and clerical tasks.
Requirements
  • Client Service Expertise: 3+ years in operations support, office management, client service, investments, administrative support, trust operations, or accounting experience preferred.
  • Excellent Communication Skills: Strong ability to communicate clearly and concisely both verbally and in writing.
  • Detail Oriented: Comfortable working with a high level of detail. Organized, with the ability to prioritize and complete multiple time-sensitive tasks.
  • Technical Skills: Demonstrated excellent computer literacy skills and knowledge of specialized programs. Strong proficiency with Microsoft Office products, specifically Microsoft Excel, Word, and Outlook.
  • Client-Focused: Keen focus on overall client engagement and exceptional client satisfaction levels. Ability to establish and maintain strong rapport with clients.
  • Team Player: Thrives in a team environment as well as working independently. Displays and encourages a servant mentality and team mindedness.
  • Education: Bachelor's degree required, preferably in Management, Business, Finance, and Accounting or related field.


Why Join Blue Trust?
At Blue Trust, you'll work with inspiring leaders and become part of a vibrant culture that is focused on impacting the lives of our clients for generations to come. If you're ready to take on a challenging, rewarding role in a company that values excellence and eternal impact, we'd love to hear from you

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