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Client Services Associate
2 months ago
A well-established wealth management firm in Atlanta, GA is in search of a Client Services Associate to support their financial advisory team This important position plays a vital role in enhancing the client experience at the firm by providing administrative and operational support to three wealth advisors and delivering exceptional client service. You need to have 1 year of professional experience in a related industry, have a series 65 or 66 license (or be able to pass the test) and exposure to CRM systems.
You will be working in a fast-paced, team-oriented and professional environment that embraces a culture of support for clients, the community and one another. The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities and more
Client Services Associate Requirements
Bachelor's degree
Minimum of 1 year of professional experience or relevant internship experience
Series 65 or 66 certification is not required initially but must be obtained
Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
Experience with CRM systems, preferably Salesforce
Excellent organizational and communication skills
Detail-oriented and able to handle high volumes of client interactions
Prior experience in the financial services industry or individual wealth management is preferred
Client Services Associate Responsibilities
Collect and manage required documents for onboarding
Assist with client follow-up, including calls and inquiries
Respond to client requests, inquiries, and transactions
Coordinate and schedule meetings between Wealth Advisors and clients as needed
Prepare reports, marketing materials, and other documents for client meetings
Perform data entry, filing, and other administrative tasks to support the Wealth Advisors
Utilize Excel, Word, Outlook, and PowerPoint for various tasks
Maintain accuracy and attention to detail while managing high-volume client interactions
Provide exceptional client service by ensuring timely and accurate responses to client inquiries
Collaborate with the Wealth Advisors and support staff to deliver optimal client experiences
Benefits
100% medical insurance coverage
Dental and Vision insurance
401k with 3% match
10 days PTO
5 days PSL
11 paid holidays
Bonus potential
Growth opportunities
Flexible hybrid schedule
Friendly work environment
To learn more about this position, submit your application today
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