Client Service Associate
1 month ago
Principal Accountabilities:1. Initiates and monitors administrative details to serve team and clients with excellence, which include but are not limited to: Manages all procedures and follow-up necessary to service investment accounts (e.g., processing applications, deposits, withdrawals, transfers; collating and mailing Quarterly Investment Reviews; and generating various investment reports as needed).Prepares requested client, branch, or investment reports and spreadsheets in a timely manner.Transcribes or composes routine correspondence and emails with speed and accuracy and in keeping with the highest business standards.Manages expense reporting process in a manner consistent with Finance procedures.2. Works in conjunction with Manager and team to initiate and organize meetings and respond to client inquiries regarding actions taken to accomplish goals including:Coordinates the scheduling of team appointments, meetings, and travel arrangements.Greets team's visitor(s) or client(s) in a warm, welcoming manner.Proactively plans for and responds to urgent needs.Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its client base.Approaches work, interactions and relationships in a manner consistent with the company's Core Values.3. Provides administrative support to the Division and/or team in a manner consistent with service standards, including:Executes all functions necessary to maintain accurate electronic records and database of prospect and client information in accordance with compliance guidelines and regulations, including maintaining well indexed and up-to-date electronic file systems for correspondence, reports and reference material, and confidential and non-confidential material.Gathers, records, and processes pertinent information from clients or financial institutions for record maintenance or further analysis by other team members.Effectively utilizes CRM and DMS systems to maintain records in an accurate, up-to-date manner.Answers incoming calls and emails in a professional manner, providing routine information or referring to the appropriate team member when needed.Actively builds efficiencies and effectiveness into administrative and clerical tasks.Performs some branch accounting tasks, such as accounts payable and receivable, as required and forwards all other branch accounting information in a timely manner to the Finance department for processing.Processes incoming and outgoing mail efficiently.Ensures office equipment is properly maintained.4. Monitors and orders office supplies as needed within budgetary guidelines, maintaining positive relationships with vendors and service representatives to support the goal of office efficiency.5. Processes quarterly billing generates invoices and maintains updated Client Income Projection report in a timely, and accurate manner.6. Supports and completes special company-wide projects in accordance with prescribed standards and guidelines.7. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company.RequirementsQualifications:Organizes and expresses thoughts clearly and concisely in both speaking and writingDemonstrated excellent computer literacy/skills and knowledge of specialized office programs, including strong proficiency within Microsoft Office products, specifically Microsoft Excel, Word, and OutlookDemonstrated knowledge of file management principles and, with assistance from internal training resources, demonstrated competency in utilizing company-specific software applicationsAdeptness at prioritization and proactive planning with ability to complete multiple time-sensitive tasks, responding to urgent needsPersonal integrity and ability to discreetly handle confidential dataAptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environmentCapability to excel in a team environment as well as working independentlyDesire to serve clients and co-workers with excellenceProven strong technical and analytical skillsStrong business mathematical skills and keen attention to detailStrong organization skills and systems acumenEducation, Experience & Skills: Bachelor's degree in management, Business, Finance, Accounting or a related field is preferred.Minimum of three (3) years prior experience in a support role in administrative support, customer service, or accounting in a financial, investment, banking or accounting company is strongly preferred.Blue Trust is an equal opportunity employer.
-
Client Service Associate
2 weeks ago
Atlanta, United States Raymond James Full timeJob Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join our growing team. This essential role helps to provide high-quality/high-touch critical...
-
Client Service Associate
2 weeks ago
Atlanta, United States Threadneedle group Full timeDo you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model...
-
Client Services Associate
2 months ago
Atlanta, United States PrideStaff Full timeClient Services AssociateHours: 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...
-
Client Service Associate
2 weeks ago
Atlanta, Georgia, United States Ronald Blue & Co Full time{"title": "Client Service Associate", "description": "Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Ronald Blue & Co. As a key member of our support staff, you will be responsible for providing exceptional administrative support to our clients and team members.Key ResponsibilitiesAdministrative...
-
Client Service Associate
5 days ago
Atlanta, Georgia, United States Ronald Blue & Co Full time{"title": "Client Service Associate", "description": "Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Ronald Blue & Co. As a key member of our support staff, you will be responsible for providing exceptional administrative support to our clients and team members.Key ResponsibilitiesInitiate and...
-
Client Services Associate
4 days ago
Atlanta, Georgia, United States PrideStaff Full timeJob OverviewPrideStaff is seeking a detail-oriented Client Services Associate to provide operational and administrative support for a financial advisory practice. The ideal candidate will have strong organizational skills, excellent communication abilities, and a proactive approach to client service.Key Responsibilities:Manage phone calls and client...
-
Client Services Associate
1 month ago
Atlanta, Georgia, United States PrideStaff Full timeJob DescriptionPrideStaff is seeking a highly organized and detail-oriented Client Services Associate to provide operational and administrative support for a financial advisory practice in the Sandy Springs/Buckhead area.Key Responsibilities:Provide exceptional client service and serve as a liaison between advisors and clients.Proactively follow up with...
-
Client Services Associate
3 weeks ago
Atlanta, Georgia, United States PrideStaff Full timeJob DescriptionClient Services AssociateKey Responsibilities:Provide exceptional client service and support to financial advisors and clients.Manage daily tasks and alerts, ensuring timely completion and follow-up.Collect and process documentation for new client onboarding and billing.Communicate effectively with clients, advisors, and internal...
-
Client Service Associate
2 weeks ago
Atlanta, Georgia, United States Raymond James Financial Incorporated Full timeJob SummaryCelebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a highly motivated and detail-oriented Client Service Associate to join our growing team.This critical role provides high-quality administrative support to Financial Advisors, their clients, and branch staff members.The ideal candidate will possess...
-
Client Service Associate
4 weeks ago
Atlanta, Georgia, United States TransPerfect Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Associate to join our team at TransPerfect. As a key member of our client services team, you will be responsible for providing exceptional support to our clients, managing and coordinating the completion of all language projects, and ensuring that our clients receive the highest level...
-
Client Service Associate
4 months ago
Atlanta, United States TransPerfect Full timeWho We AreDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...
-
Client Service Associate
4 months ago
Atlanta, United States TransPerfect Full timeWho We AreDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...
-
Licensed Client Service Associate
4 weeks ago
Atlanta, Georgia, United States Fuller & Company Full timeJob Title: Licensed Client Service AssociateFuller & Company is seeking a highly motivated and detail-oriented Licensed Client Service Associate to join our team. As a key member of our client service team, you will be responsible for delivering exceptional customer service, working closely with advisors and management to handle client onboarding, account...
-
Senior Client Service Associate
3 weeks ago
Atlanta, Georgia, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach and commitment to personalized financial planning set us apart from the standard approach.Job SummaryWe are seeking a highly skilled Sr Client Service Associate to join our High...
-
Senior Client Service Associate
4 weeks ago
Atlanta, Georgia, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach and commitment to personalized financial planning set us apart from the standard approach.Job SummaryWe are seeking a highly skilled Client Service Associate to join our High...
-
Senior Client Service Associate
4 days ago
Atlanta, Georgia, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach and proprietary processes, such as Roundtable and UniFi, enable us to provide personalized financial planning and investment management services to our clients. With over 100...
-
Client Associate
5 months ago
Atlanta, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
-
Part-Time Client Service Associate
3 weeks ago
Atlanta, Georgia, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach and cutting-edge processes enable us to provide personalized financial planning and investment management services to over 61,000 households nationwide.Job SummaryWe are seeking...
-
Client Relationship Associate
4 weeks ago
Atlanta, Georgia, United States Capital World Investors Full timeJob Title: Client Relationship AssociateWe are seeking a highly skilled Client Relationship Associate to join our team at Capital World Investors. As a Client Relationship Associate, you will play a critical role in providing exceptional service to our high-net-worth individuals, trusts, foundations, and endowments nationwide.Key Responsibilities:Provide...
-
Client Relationship Associate
4 weeks ago
Atlanta, Georgia, United States Capital Group Full timeJob Title: Client Relationship AssociateWe are seeking a highly skilled Client Relationship Associate to join our team at Capital Group. As a Client Relationship Associate, you will play a critical role in providing exceptional service to our high-net-worth individuals, trusts, foundations, and endowments nationwide.Key Responsibilities:Provide personalized...
