Wealth Management Client Associate

TalentLink Solutions; Dunwoody (GA); On-site; USD 42,000 - 62,000; Full time

Job summary

TalentLink Solutions in Dunwoody, GA, is seeking a Financial Advisor Assistant to support our advisory team with client service, documentation, and office operations. You will screen calls, process client items, maintain paperwork, and help schedule meetings, while upholding confidentiality and quality service.

The ideal candidate is highly organized, detail-oriented, and comfortable using Microsoft Office.

Qualifications

• Bachelor’s Degree preferred; will consider High School Diploma with more than 1 year of experience
• 1+ years’ experience supporting one or more financial advisors highly preferred
• Editing and writing skills to initiate, compose, format, proofread and carefully edit various professional business documents and correspondence
• Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions
• Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing)
• Intermediate or higher computer skills and experience in using Microsoft Office suite, email, databases, and other standard office desktop applications

Responsibilities

• Answer, screen, and route phone calls, assisting client directly or taking messages as appropriate
• Process various client service items, including withdrawals, beneficiary changes, etc.
• Coordinate with team to complete and process new accounts
• Organize, coordinate, and maintain all client paperwork
• Process Securities and Checks received in the office
• Organize time: schedule appointments, maintain calendar, and coordinate scheduling with other Staff and individuals outside the firm
• Research and prepare information needed for client meetings; documents, notes, reports, and presentation materials as requested
• Follow up with clients verbally and in writing to obtain required information
• Maintain client records in database, including documentation of phone calls and conversations
• Compose and type general correspondence
• Communicate confidential client information professionally and discreetly
• Deliver superior client service – troubleshoot problems and serve as liaison between Advisor and Client as needed
• Communicate with the broker/dealer, advisory firm and product contacts
• Perform various miscellaneous tasks as assigned

Skills

Organizational skills

Attention to detail

Follow-through

Client-focused

Editing/writing

Time management

Interpersonal skills

Communication skills

MS Office proficiency

Problem solving

Education

Bachelor’s Degree preferred

High School Diploma + 1+ year experience

Tools

Microsoft Office Suite

CRM/Database experience

Job description

TalentLink Solutions in Dunwoody, GA, is seeking a Financial Advisor Assistant to support our advisory team with client service, documentation, and office operations. You will screen calls, process client items, maintain paperwork, and help schedule meetings, while upholding confidentiality and quality service.

The ideal candidate is highly organized, detail-oriented, and comfortable using Microsoft Office.