Client Relations Specialist

2 weeks ago


Atlanta, Georgia, United States PrideStaff Full time
Client Services Associate

Working Hours: Monday to Friday, 8 am - 5 pm

Compensation: $20-29 per hour (based on experience)

Location: Atlanta, GA

PrideStaff, a well-regarded staffing agency, is seeking a Client Services Associate to deliver operational and administrative assistance for a financial advisory firm. The role encompasses a diverse range of tasks requiring various skills, including administrative duties, client interaction, and support for advisors. The perfect candidate will possess a keen attention to detail, strong organizational abilities, and the capacity to manage time effectively while prioritizing responsibilities. Additionally, they should be comfortable with technology and continuously seek to enhance processes.

Key Responsibilities:
  • Answer and direct phone calls to the appropriate individuals or take messages as needed.
  • Provide outstanding client service and act as a bridge between advisors and clients.
  • Proactively follow up with clients to verify account updates, paperwork, and receipt confirmations.
  • Gather necessary documentation to facilitate the onboarding of new clients and the billing process, as well as the ongoing provision of wealth management services.
  • Review daily tasks and alerts, processing them as required.
  • Ensure timely follow-up with clients to confirm receipt of all necessary paperwork.
  • Record all communications and interactions with clients in the CRM promptly.
  • Assist with various administrative and operational tasks (e.g., printing, scanning, faxing documents; filing; mailing).
  • Support special projects as needed.
Qualifications:
  • 2-4 years of experience in client service is preferred.
  • A higher education degree is required.
  • Must be personable, responsive, and engaging.
  • Ability to self-manage and solve problems effectively.
  • Excellent written and verbal communication skills are essential.
  • Strong computer proficiency; high level of expertise in Word, Excel, and Outlook. Experience with CRM software is a plus.
  • Must be organized and capable of multitasking, even with frequent interruptions.
Benefits of working with PrideStaff:
  • Medical, prescription, and wellness benefits.
  • Options for dental and vision plans.
  • Short-term disability coverage.
  • 401(k) retirement plan.
  • Holiday pay.
Compensation / Pay Rate (Up to): $29.00 per hour

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