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Client Relations Specialist

2 months ago

Atlanta, Georgia, United States Ronald Blue & Co Full time
Position Overview:

The Client Service Associate plays a crucial role in ensuring the smooth operation of investment account management. This position is responsible for a variety of tasks that support both clients and the internal team.

Key Responsibilities:
  • Account Management: Oversees all processes and follow-ups necessary for servicing investment accounts.
  • Reporting: Prepares comprehensive reports and spreadsheets for clients, branches, or investments.
  • Correspondence: Composes and transcribes routine communications and emails.
  • Expense Management: Manages the reporting process for expenses.
  • Meeting Coordination: Organizes team meetings and travel logistics.
  • Administrative Support: Provides essential support to the Division and team.
  • Record Keeping: Maintains precise electronic records and databases of client and prospect information.
  • Communication: Answers incoming calls and emails with professionalism.
  • Office Supplies: Monitors and orders office supplies as necessary.
  • Billing Processes: Handles quarterly billing and generates invoices.
  • Project Support: Assists with special projects across the company.
  • Compliance: Adheres to compliance policies and industry standards.
Qualifications:
  • Technical Skills: Proficient in Microsoft Office and other computer applications.
  • Experience: Previous experience in administrative support, customer service, or accounting is preferred.
  • Education: A Bachelor's degree is preferred.
  • Skills: Strong analytical, technical, and organizational abilities.
  • Client Focus: A genuine passion for learning and providing excellent service to clients.