Rockstar is recruiting for a boutique wealth management group based in Alpharetta. The firm has been helping clients for almost two decades using their proprietary planning process.
The founders of the firm have been covered extensively in both local & national media & they are now looking to grow their Alpharetta-based team.
The firm is seeking a Client Service Associate to join our team located in Alpharetta, GA. This role is integral to their team, and the successful candidate will be responsible for providing high quality service to clients and ensure client priorities are executed accurately.
Responsibilities :
- Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
- Research client and security information through the back-office system.
- Complete and process paperwork for new and existing clients, such as (but not limited to) Investment Management Agreements, Annuity Applications, Life Insurance Applications, etc.
in a timely, but thorough manner.
- Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
- Prepare and review all new account paperwork to ensure documents are complete and in good order.
- Follow all established audit and compliance procedures.
- Consistently document client service interactions into the CRM tool.
- Work with the advisory team to capture and document important actions and ensure they are completed in a timely manner
- Provide client and administrative support to multiple financial advisors including the establishment of new accounts, asset transfers, money movements, and other client directives.
- Act as a liaison between our custodians, and vendors, and the firm
Skills & Experience Needed :
- 2-5 years in Financial Services, required
- Bachelor's Degree in Finance or related field, required
- Experience using Customer Relationship Management software, required
- Desire to be part of a team that is living with purpose, love to support others
- Care about serving people and the client experience is where you shine
- High character and integrity, trustworthy
- Alignment with organizations or groups whose mission is to serve others
- Clear and effective communication in person or over the phone
- Desire to know details and leave no stone unturned when gathering information
- Systematic in your approach; you weigh the pros and cons and prioritize as a strategy
- Task-driven and have the ability to get things done quickly
- Organized and detail-oriented; able to find and access information when needed
- Process-driven and can follow a system to complete projects on schedule
- Proficient with Microsoft Office Suite including Excel, Word, & PowerPoint
- Ability to use technology and outside resources to finish projects quickly
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