Client Service Associate

18 hours ago


Forest Park, Georgia, United States Buckingham Strategic Partners Buckingham Strategic Wealth Full time
Job Summary

The Client Service Associate plays a vital role in the client service team, providing essential support to ensure timely and accurate delivery of client requests. This role requires a generalist with strong problem-solving skills, attention to detail, and excellent communication skills.

Key Responsibilities
  • Monitor and track processing requests to ensure accuracy and provide timely status updates.
  • Stay vigilant of alerts from custodians and ensure timely dissemination.
  • Enter essential data into core systems and maintain accurate records.
  • Collaborate with colleagues across departments to achieve shared objectives.
  • Share knowledge and best practices to foster a supportive work environment.
  • Demonstrate and embody the firm's core values through actions and communication.
  • Assist colleagues with daily tasks and projects, and be adaptable to changing priorities.
Requirements
  • Associate Degree
  • 1+ years of experience in a client service role
Benefits

Buckingham Strategic Partners offers a competitive benefits package, including medical and dental insurance, life insurance, and a 401(k) plan. We also offer paid time off, tuition reimbursement, and a comprehensive wellness program.

About Us

Buckingham Strategic Partners is a leading wealth management firm with a nationwide presence. We are committed to delivering exceptional client service and providing a supportive work environment for our associates.



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