Client Relationship Specialist

BLAIRSVILLE UNION COUNTY CHAMBER OF COMMERCE INC; Northern (KY); Hybrid; USD 52,000 - 68,000; Full time

Benefits offered by this job

Performance-based bonus

Health benefit

Retirement plan

Job summary

Carter Williams Wealth Advisors in Blairsville, GA is seeking a Client Relationship Specialist to provide outstanding client service and administrative support to advisors. You will be the primary contact for inquiries, coordinate meetings, handle account paperwork, and help prepare planning materials.

The role requires 1+ years in client service or financial services, strong communication, and attention to detail. In-office position with opportunity for growth within the firm.

Qualifications

• 1+ years of experience in client service, administrative support, or financial services
• Exceptional interpersonal and communication skills, both written and verbal
• Strong attention to detail and organizational abilities
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
• Professional demeanor with a client-first mindset
• Ability to pass a criminal background check and a credit history check, both prior to hire and on an ongoing basis during employment

Responsibilities

• Be the face of the organization for clients and visitors.
• Handle client inquiries via phone, email, and in person.
• Respond promptly to client requests and service needs.
• Schedule and coordinate client meetings and reviews.
• Prepare meeting materials, agendas, and follow-up notes.
• Maintain accurate client records in CRM and document management systems.
• Assist advisors with meeting preparation and data gathering.
• Support onboarding of new clients and development of planning materials.

Skills

Client service exp

Interpersonal skills

Attention to detail

Organizational skills

MS Office

Client-first mindset

Job description

Carter Williams Wealth Advisors | In Office Position

About the Firm

Carter Williams Wealth Advisors is a growing firm committed to delivering personalized financial planning and investment management services, backed by a Carter Williams organization that has served this community for more than 30 years. With ambitious goals for the future, we are building a strong team of dedicated professionals to help us reach new heights. We are seeking a Client Relationship Specialist to join our team and help deliver an exceptional client experience.

Who We're Looking For

The Client Relationship Specialist is an essential member of our client-facing team, responsible for providing outstanding service and administrative support to our clients and advisors. This role serves as a primary point of contact for client inquiries and plays a critical role in ensuring smooth day-to-day operations. The ideal candidate is detail-oriented, personable, and passionate about helping others achieve their financial goals.

This role is ideal for someone who is

• Dependable, more predictable than spontaneous
• People-oriented, enjoys interacting with people and working on team projects
• Detail-oriented, prefers to focus on the details of the work over the bigger picture
• Discreet and trustworthy, comfortable handling confidential client and financial information

Key Responsibilities

Client Service & Communication

• Serve as the face of the organization, creating a welcoming and professional first impression for all clients and visitors
• Serve as a primary point of contact for client inquiries via phone, email, and in-person meetings
• Respond promptly and professionally to client requests, questions, and service needs
• Schedule and coordinate client meetings, reviews, and appointments
• Prepare meeting materials, agendas, and follow-up correspondence
• Maintain proactive communication with clients to ensure a high-touch service experience

Account Administration

• Process new account paperwork, account transfers, and beneficiary changes (with advisor support)
• Coordinate money movements including contributions, distributions, and wire transfers (with advisor support)
• Maintain accurate and up-to-date client records in CRM and document management systems
• Work with custodians and third-party providers to resolve account issues
• Track and follow up on pending items to ensure timely completion
• Assist advisors with meeting preparation, including gathering account data and generating reports
• Support the client onboarding process to ensure a seamless experience for new clients
• Help prepare financial planning materials and presentation documents
• Manage calendar coordination and scheduling for the advisory team

Qualifications

Required

• 1+ years of experience in client service, administrative support, or financial services
• Exceptional interpersonal and communication skills, both written and verbal
• Strong attention to detail and organizational abilities
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
• Professional demeanor with a client-first mindset
• Ability to pass a criminal background check and a credit history check, both prior to hire and on an ongoing basis during employment
• Credit history that meets the screening standards of our affiliated broker dealer. Unresolved delinquencies, repeated late payments, collections, charge-offs, judgments, tax liens, or bankruptcy may disqualify a candidate from employment or continued employment

Preferred

• Experience working in a financial advisory firm, RIA, or wealth management environment
• Familiarity with CRM systems (e.g., Redtail, Wealthbox, Salesforce)
• Experience with custodial platforms (Schwab, Fidelity, Pershing)
• Knowledge of financial planning concepts and investment terminology
• Annual salary commensurate with experience
• Performance-based bonus opportunity
• Employer-sponsored health benefit and retirement plan
• Work location: on location in downtown Blairsville, GA
• Professional development support and continuing education
• Supportive team environment with opportunity for growth
• Clear career pathway to Senior Client Relationship Specialist or Paraplanner roles
• Senior Client Relationship Specialist: Take on leadership responsibilities including training new team members, managing complex client situations, and overseeing service workflows across the firm
• Paraplanner: Transition into a technical planning role, preparing financial plans, conducting investment research, and working directly with advisors on client recommendations

This position is contingent upon a completed application for employment, CWWA’s receipt of a satisfactory credit and criminal history report, CWWA’s receipt and approval of any employment agreement with current or former employers, and CWWA’s receipt of information and references meeting company requirements and standards. Employment is further contingent upon the candidate meeting, and continuing to meet, the background and credit screening requirements of our affiliated broker dealer. Carter Williams Wealth Advisors is an equal opportunity employer.