Client Service Associate

3 weeks ago

Atlanta, United States Oxford Financial Group, Ltd Full time

A Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude.

Duties & Responsibilities:

Client contact and relationship management

Assists with the preparation and review of client-focused presentation materialsTroubleshoots client issues and directs effort to conclusionCoordinates in obtaining all required information needed by support teams to complete projects and reviews all internal delegations and projects for accuracy, completeness, timeliness and ease of presentationContacts outside advisors, custodians, etc. for assistance

Prepares and updates Financial Statements for clients in addition to related analysis

Follows policies and procedures for Financial StatementsReviews information received and appropriately incorporates it in the Financial StatementPrepares analysis accurately, concisely and with attention to detail

Prepares paperwork for account opening, money movement or other account administration related items

Identifies and prepares all required account documentation based on review of client needs and registration (may include, but not limited to, gifting, retitle assets, cash or security movement, investment account administration)Coordinates loan or margin obtainment/renewal documents

Initiates Investment Policy Statement (IPS) process

Follows policies and procedures for Investment Policy StatementsIdentifies relevant information needed for IPS generationPrepares request for IPS review and approval

Handles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical development

Monitors and helps control client profitability through accurate TimeTracker entriesAttends team and firm meetingsStays current with technical developments and resources, Oxford’s Approved Manager Report and investment and allocation strategies

Qualifications:

College degree in a related field or equivalent experience in a related field3+ years financial operational experience requiredComputer proficiency in Microsoft Outlook and Word with excellent computer skills in ExcelMust have strong analytical skills; accurate attention to detail and the ability to interpret/analyze dataMust have a professional demeanor with the utmost respect for confidential mattersMust have excellent written and verbal communication skills with strong interpersonal skillsMust be able to work independently and in a team environmentMust have strong work ethic with a positive attitudeMust be detail oriented with excellent organizational skillsMust have ability to multi task Must have ability to work in a high stress, fast paced environmentMust be a self-starter and results oriented

Working Conditions:

Limited travel as business needs necessitateLong periods of sitting, utilizing a computerWorking onsite daily

  • Client Service Associate I

    6 days ago

    Atlanta, United States Arthur J. Gallagher & Company Full time

    The Branch Client Service Associate is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. This role repor Client Service, Associate, Client Support, Service, Client Relations, Retail, Insurance

  • Client Service Associate

    5 days ago

    Atlanta, United States The Judson Group Full time

    Client Service Associate – Wealth Management | Atlanta, Georgia Reference Number: MHH7467 Location: Atlanta, Georgia Judson Group has been retained by a holistic independent financial advisory firm in the search for a Client Service Associate . The firm is known for their commitment to building client relationships and providing individualized investment...

  • Client Service Associate

    5 days ago

    Atlanta, United States TalentLink Solutions Full time

    We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we're assembling a remarkable team to build something exceptional-for our...

  • Client Service Associate

    4 weeks ago

    Atlanta, United States TalentLink Solutions Full time

    We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we’re assembling a remarkable team to build something exceptional—for our...

  • Client Service Associate

    3 weeks ago

    Atlanta, United States TalentLink Solutions Full time

    We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we’re assembling a remarkable team to build something exceptional—for our...

  • Client Associate/Senior Registered Client Associate

    1 day ago

    Atlanta, United States Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...

  • Associate Client Advocate

    3 days ago

    Atlanta, Georgia, United States WTW Full time

    The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts.The Associate...

  • Registered Client Service Associate

    20 hours ago

    Atlanta, United States Raymond James Financial Incorporated Full time

    Job 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 Registered 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...

  • Client Associate/Senior Registered Client Associate

    6 days ago

    Atlanta, Georgia, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...

  • Client Associate/Senior Registered Client Associate

    5 days ago

    Atlanta, United States Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...

  • Registered Client Service Associate

    5 days ago

    Atlanta, United States Raymond James Full time

    Description Job 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 Registered 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...

  • Associate Manager, Client Relationship Manager

    1 week ago

    Atlanta, United States SS&C Full time

    Associate Manager, Client Relationship Manager page is loaded Associate Manager, Client Relationship Manager Apply locations Atlanta, GA Dallas, TX time type Full time posted on Posted Yesterday job requisition id R20923 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to...

  • Client Accounting Services Accountant/Bookkeeper

    2 days ago

    Atlanta, United States Moore Stephens Tiller LLC Full time

    We are growing and are adding a BOOKKEEPER/ACCOUNTANT to our Client Accounting Services team. This is a great opportunity for the right individual to join an awesome team already in place! Job Responsibilities: * Provide full-charge bookkeeping and accounting services to small and mid-size businesses and professional services firms * Prepare monthly,...

  • Associate, Client Contracting

    1 day ago

    Atlanta, United States BlackRock, Inc. Full time

    About Client Experience. Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We are organized across 4 key pillars:Client Ex Associate, Contract, Client, Contracts, Operations, Business Services, Manager

  • Client Accounting Services Accountant/Bookkeeper

    3 weeks ago

    Atlanta, United States Moore Stephens Tiller Full time

    Client Accounting Services AccountantBookkeeper - Careers At Moore Stephens Tiller LLC Back To Openings Client Accounting Services Accountant/Bookkeeper Department: Small Business Department Location: Atlanta , GA START YOUR APPLICATION We are growing and are adding a BOOKKEEPER/ACCOUNTANT t o our Client Accounting Services team. This is a great opportunity...

  • Client Services Coordinator

    6 days ago

    Atlanta, United States The Stepping Stones Group, LLC Full time

    Client Services Coordinator - Onsite Atlanta OfficeThe Stepping Stones Group- 2300 Windy Ridge Parkway SE #825, Atlanta, GA 30339The Stepping Stones Group is the nation’s leader in providing special education services to school districts in more than 40 states. The Stepping Stones Group is committed to diversity and inclusion. As a socially conscious...

  • Client Services Specialist

    2 weeks ago

    Atlanta, United States RL People Full time

    Client Services SpecialistBased onsite in Atlanta, GASalary $60k+ DOEWe are proud to be supporting a leading IT Hardware Services Organisation on the recruitment for a Client Services Specialist to join their team in Atlanta, GA. Responsibilities: - Responsible for handling all inbound orders- Coordinating across teams to ensure operations and sales teams...

  • Client Services Manager

    2 weeks ago

    Atlanta, United States The Stepping Stones Group, LLC Full time

    Client Services Manager/Business Development- onsite only- not remote The Stepping Stones Group- 2300 Windy Ridge Parkway SE, Atlanta, GA The Stepping Stones Group is the nation's leader in providing special education services to school districts nationwide. We pride ourselves in are hiring providers to fill positions in the school districts to make a...

  • Client Services Manager

    4 weeks ago

    Atlanta, United States The Stepping Stones Group, LLC Full time

    Client Services Manager/Business Development- onsite only- not remote The Stepping Stones Group- 2300 Windy Ridge Parkway SE, Atlanta, GA The Stepping Stones Group is the nation's leader in providing special education services to school districts nationwide. We pride ourselves in are hiring providers to fill positions in the school districts to make a...

  • Client Services Manager

    3 weeks ago

    Atlanta, United States The Stepping Stones Group, LLC Full time

    Client Services Manager/Business Development- onsite only- not remote The Stepping Stones Group- 2300 Windy Ridge Parkway SE, Atlanta, GA The Stepping Stones Group is the nation's leader in providing special education services to school districts nationwide. We pride ourselves in are hiring providers to fill positions in the school districts to make a...