In-Office Client Service Associate, Financial Planning

Bill Good Marketing Inc.; Woodstock (GA); Presencial; USD 25.000 - 34.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance stipend

Paid time off

Paid holidays

Mileage reimbursement for business use

Monthly check-ins during first 3 meses

Descripción de la vacante

Bill Good Marketing Inc. in Woodstock, GA seeks a Client Service Associate to support an advisor in retirement planning and wealth management. You will manage calendars, process client requests, open accounts, and gather documents to prepare for client reviews.

The role emphasizes accuracy, proactive task execution, and professional communication with high-net-worth clients. Office-based schedule is M-F, 8:00 AM to 4:30 PM with a lunch break.

Formación

• Accuracy-focused and thorough in handling client information.
• Ability to work independently and drive tasks to completion.
• Clear, professional communication with high-net-worth clients.
• No felonies or bankruptcies on record.

Responsabilidades

• Manage the advisor's calendar and schedule client appointments.
• Process service requests from start to finish (RMDs, transfers, paperwork).
• Set up new client accounts and coordinate transfers for new clients.
• Make outbound calls to collect financial statements and documents.
• Maintain client records in CRM systems and update analyses.
• Attend estate plan signings as a witness and prepare plans for signing.
• Follow up on open items to ensure nothing is missed.

Conocimientos

Attention to detail

Self-direction

Professional communication

Client relationship mindset

Herramientas

Schwab platform

Excel

Descripción del empleo

Bill Good Marketing Inc. in Woodstock, GA seeks a Client Service Associate to support an advisor in retirement planning and wealth management. You will manage calendars, process client requests, open accounts, and gather documents to prepare for client reviews.

The role emphasizes accuracy, proactive task execution, and professional communication with high-net-worth clients. Office-based schedule is M-F, 8:00 AM to 4:30 PM with a lunch break.