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Financial Services Coordinator

4 weeks ago

Alpharetta, Georgia, United States Rockstar Full time
Job Overview

Rockstar is seeking a skilled Client Services Associate to join their boutique wealth management group in Alpharetta, GA. This role is critical to the team's success, and the ideal candidate will provide exceptional service to clients, ensuring their priorities are executed accurately and efficiently.

Key Responsibilities

• Perform a range of operational and administrative tasks to support client requests, including check requests, wiring funds, address changes, and dividend information.

• Conduct thorough research on client and security information using the back-office system.

• Process and complete paperwork for new and existing clients, including Investment Management Agreements, Annuity Applications, and Life Insurance Applications.

• Maintain strong client relationships through timely processing of requests, resolving inquiries, and ensuring key client information and documentation are up-to-date.

• Prepare and review new account paperwork to ensure completeness and accuracy.

• Adhere to established audit and compliance procedures.

• Consistently document client service interactions in the CRM tool.

• Collaborate with the advisory team to capture and document important actions and ensure timely completion.

• Provide administrative support to financial advisors, including establishing new accounts, asset transfers, money movements, and other client directives.

• Serve as a liaison between the firm, custodians, and vendors.

Requirements

• 2-5 years of experience in Financial Services, required

• Bachelor's Degree in Finance or a related field, required

• Proficiency in Customer Relationship Management software, required

• Strong character and integrity, with a focus on serving others and delivering exceptional client experiences

• Excellent communication skills, with the ability to effectively interact with clients and colleagues

• Ability to work systematically, prioritize tasks, and meet deadlines

• Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint

• Familiarity with technology and outside resources to complete projects efficiently