Financial Client Experience Associate

Benjamin F. Edwards; Rome (GA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Comprehensive benefits package

Health, dental, and vision insurance

401(k) plan

Paid time off

Job summary

A financial services company located in Georgia is seeking a Financial Client Associate to provide excellent support to Financial Advisors and clients. In this role, you will manage client inquiries, assist with account openings, and ensure a seamless client experience through effective communication and organization. Ideal candidates will have a Bachelor's Degree and customer service experience, preferably in the financial sector. Join a firm that values both client satisfaction and employee growth.

Qualifications

• 1+ year of work experience in client services, preferably in financial industry.
• Detail-oriented with excellent organization skills.
• Ability to handle multiple tasks in a fast-paced environment.

Responsibilities

• Serve as primary point of contact for clients.
• Assist Financial Advisors with account management and client communications.
• Prepare reports and presentations for client meetings.

Skills

Microsoft Office Suite proficiency

Customer service skills

Organizational skills

Time management

Communication skills

Education

Bachelor’s Degree or equivalent work experience

Tools

Salesforce

Orion

MoneyGuidePro

Pershing/NetX360

Job description

A financial services company located in Georgia is seeking a Financial Client Associate to provide excellent support to Financial Advisors and clients. In this role, you will manage client inquiries, assist with account openings, and ensure a seamless client experience through effective communication and organization. Ideal candidates will have a Bachelor's Degree and customer service experience, preferably in the financial sector. Join a firm that values both client satisfaction and employee growth.