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Client Services Associate

3 months ago

Atlanta, United States PrideStaff Full time
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 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.
Benefits of working with PrideStaff:
  • 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