Client Service Associate

Elwood & Goetz Wealth Advisory Group; Athens (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Employer-sponsored 401(k)

Paid time off

Flexible work schedule

Paid parental leave

Professional designation expense

Job summary

Elwood & Goetz Wealth Advisory Group is seeking a Client Service Associate to support financial planners and clients from our Athens, GA office. The role focuses on onboarding, transfers, and ongoing account maintenance while ensuring accurate processing and strong client service.

You will work with custodians like Schwab and Fidelity, monitor requests, prepare detailed reports, and support day-to-day operations with a focus on accuracy and fiduciary integrity.

Qualifications

• Bachelor's degree required; concentration in finance, business, or accounting preferred.
• Financial services experience preferred.
• Knowledge of finance and investment markets/securities.
• Uncompromising dedication to fiduciary standards; ethical requirements.

Responsibilities

• Assist with onboarding paperwork, account transfers, and ongoing maintenance with custodians.
• Monitor service requests and alerts in Schwab Advisor Center.
• Process money movements and Roth conversions.
• Prepare client reports: portfolio, quarterly, and billing summaries.
• Manage Orion Advisor Technology to monitor accounts, transfers, and cash flow; update asset classes.
• Handle data from ByAllAccounts and Pontera systems.
• Review daily trade reports; support client consolidation calls and rollovers.
• Lead special projects (e.g., RMDs, QCDs) and identify process improvements.

Skills

Communication skills

Interpersonal skills

Detail oriented

Organizational skills

Self-motivation

Positive attitude

Education

Bachelor's degree

Job description

Responsibilities

As a Client Service Associate, you are essential to maintaining our differentiating, high-touch service as you work closely with our financial advisors and clients to provide operational support. This position provides an excellent foundation for moving into an Associate Financial Planner role. Specifically, this position will be responsible for:

Working with our financial planners, wealth advisors, clients, and custodians (i.e. Charles Schwab, Fidelity, etc.) to prepare, process, and track paperwork for new client onboarding, account transfers, and ongoing account maintenance.
Monitoring service requests and alerts with Schwab Advisor Center.
Processing money movement requests and Roth conversions.
Preparing client reports, including portfolio reports, quarterly reports, and billing summaries.
Managing Orion Advisor Technology to monitor new accounts and account transfers, set up client portal access, reconcile manual account transactions, monitor daily cash flows, and update asset classes.
Managing and maintaining transactional data from ByAllAccounts and Pontera software systems.
Reviewing daily trade reports.
Working directly with new and existing clients and facilitating conference calls to roll over client retirement plans and annuity accounts.
Managing special projects (e.g., RMDs, QCDs).
In partnership with leadership, continually evaluating day-to-day activities for process improvement opportunities.

Qualifications

• Bachelor’s degree required. Concentration in financial planning, business administration, finance, or accounting preferred.
• Financial services experience preferred.
• Knowledge of finance and investment markets/securities.
• Personal desire to further our mission, vision, and values.
• Uncompromising dedication to our fiduciary oath and ethical standards.
• Conscientious and detail oriented.
• Self-motivated with a positive attitude.
• Outstanding organizational skills.
• Unwavering desire to help others.
• Exceptional communication and interpersonal skills.

Location

This position is based onsite at our Athens office.

Benefits

• Competitive salary commensurate with educational background, professional accomplishments, and overall experience
• Quarterly team-based bonus program
• Health insurance (premiums for employees covered 100% by the firm)
• Long-term disability insurance (premiums for employees covered 100% by the firm)
• Employer-sponsored 401(k) plan with employer match
• Paid time off
• Flex time
• Flexible work schedule
• Early weekend kickoff (4pm closing time on Friday)
• Charitable volunteer time
• Paid parental leave
• Paid sabbatical for every five years
• Professional designation expense reimbursement
• Continuing education allowance for professional designations