Client Service Associate

Fidelis Private Wealth Partners; Peachtree Corners (GA); On-site; USD 42,000 - 56,000; Full time

Job summary

A boutique wealth management firm seeks a Client Service Associate to enhance client relationships and deliver exceptional service. This entry-level role involves coordinating with clients, preparing meeting materials, and fostering a positive team environment. Ideal candidates will demonstrate strong communication, problem-solving skills, and a keen attention to detail. A Life & Health insurance license is required within 90 days of employment, along with a clean compliance record. This full-time position offers a clear pathway for career development within the finance sector.

Qualifications

• Life & Health insurance license must be obtained within 90 days.
• Proven clean compliance record is required.
• Strong communication and client service skills are essential.

Responsibilities

• Cultivate a positive team and client environment.
• Communicate proactively with clients during implementation.
• Prepare and coordinate weekly team meetings.
• Manage technology use across all systems.
• Maintain accurate client correspondence and records.
• Process applications and manage account paperwork efficiently.
• Facilitate investment account and insurance policy creation, learning industry standards.
• Resolve client service issues and process service requests proactively.
• Prepare proposals and materials for client meetings, showcasing analytical skills.
• Manage technology use across all systems, embracing digital tools.
• Maintain accurate client correspondence and compliant records.

Skills

Communication skills

Problem-solving abilities

Teamwork skills

Attention to detail

Customer focus

Digital tools

Scheduling

Tools

CRM software

MS Office

Document management systems

Job description

Join our dynamic, boutique wealth management firm dedicated to a comprehensive planning process that holistically supports our clients’ wealth journeys. Through a deep and meaningful discovery process, we gain a genuine understanding of our clients and their visions, values, and goals. This enables us to discern insightfully, consult and advise intuitively, and guide effectively.

POSITION OVERVIEW

As a Client Service Associate, you will play a crucial role in supporting our team in executing client recommendations throughout the planning process. In this entry-level role, you will have the opportunity to develop your career in finance by maintaining strong client relationships and delivering exceptional customer service to enhance the overall client experience. Your innovative, solutions-oriented approach will be vital in both internal and external interactions, helping to execute with clarity and wisdom.

KEY RESPONSIBILITIES

• Cultivate a positive team and client environment aligned with our team’s core values.
• Ensure clear, concise and accurate internal communications.
• Prepare for and coordinate weekly team meetings, contributing fresh ideas and insights.
• Communicate proactively with clients during implementation, building rapport and trust.
• Schedule medical exams and handle related logistics with meticulous attention to detail.
• Process applications and manage account paperwork efficiently.
• Facilitate investment account and insurance policy creation, learning industry standards.
• Resolve complex client service issues and process service requests with a proactive mindset.
• Prepare proposals and materials for client meetings, showcasing your analytical skills.
• Manage technology use across all systems, embracing digital tools and innovations.
• Maintain accurate client correspondence and compliant records, supporting our rigorous standards.
• Engage in cross‑training with department roles, broadening your understanding and skill set.

PERFORMANCE SKILLS

• Excellent communication and problem‑solving abilities, ideal for recent graduates eager to learn.
• Strong teamwork skills with the ability to collaborate effectively in a close‑knit environment.
• Competence in creating and maintaining systems for high‑volume work, staying organized in a fast‑paced setting.
• Strong customer focus, excellent social skills, and a team‑oriented mindset.
• Keen attention to detail and consistent follow‑through, critical for career growth.
• Punctuality and a positive, upbeat attitude to energize the office environment.
• Ability to multi‑task, prioritize, and work efficiently under pressure.

MINIMUM REQUIREMENTS

• Life & Health insurance license to be obtained within 90 days of start date.
• Proven history of a clean compliance record.

Seniority level

Entry level

Employment type

Full‑time