Client Relations Associate - Roswell, GA
Advisor Talent Solutions, Roswell, Georgia, United States, 30076
Position: Client Relations Associate
Firm: Park Square Financial Group
Location: Roswell, GA
Overview:
Advance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.
Park Square Financial Group,
located in
Roswell, GA , is hiring a
Client Relations Associate . The ideal candidate will be client facing, a self-starter, tech savvy, and enthusiastic team player who can support and optimize daily office operations. We offer a supportive work environment, competitive compensation, and excellent opportunities for both professional and personal growth-perfect for a self-motivated go-getter!
What you'll do:
Outstanding phone skills and a confident, friendly manner when speaking with clients Comfortable engaging with clients over the phone throughout the day Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests Assist clients with issues and concerns Schedule client meetings Accurately document client interactions and conversation details in the CRM database Resolve any issues regarding new accounts, transfers or amendments Prepare all new accounts for delivery and schedule delivery meetings with the client Assist with various marketing initiatives and projects What We're Looking For:
RIA industry experience preferred Demonstrates strong proficiency in MS Office software Previous CRM experience (Orion, Wealthbox or equivalent) Self-starter who takes initiative and works well independently Collaborative team player willing to assist others Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks Excellent communication; written and verbal Exhibits meticulous attention to detail and a commitment to accuracy Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance Embraces change and adapts quickly to evolving processes What You'll Get:
Pay & Perks:
Competitive pay Health Dental 401k Paid vacation Schedule:
Onsite: Monday - Friday, 9am - 5pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Firm: Park Square Financial Group
Location: Roswell, GA
Overview:
Advance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.
Park Square Financial Group,
located in
Roswell, GA , is hiring a
Client Relations Associate . The ideal candidate will be client facing, a self-starter, tech savvy, and enthusiastic team player who can support and optimize daily office operations. We offer a supportive work environment, competitive compensation, and excellent opportunities for both professional and personal growth-perfect for a self-motivated go-getter!
What you'll do:
Outstanding phone skills and a confident, friendly manner when speaking with clients Comfortable engaging with clients over the phone throughout the day Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests Assist clients with issues and concerns Schedule client meetings Accurately document client interactions and conversation details in the CRM database Resolve any issues regarding new accounts, transfers or amendments Prepare all new accounts for delivery and schedule delivery meetings with the client Assist with various marketing initiatives and projects What We're Looking For:
RIA industry experience preferred Demonstrates strong proficiency in MS Office software Previous CRM experience (Orion, Wealthbox or equivalent) Self-starter who takes initiative and works well independently Collaborative team player willing to assist others Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks Excellent communication; written and verbal Exhibits meticulous attention to detail and a commitment to accuracy Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance Embraces change and adapts quickly to evolving processes What You'll Get:
Pay & Perks:
Competitive pay Health Dental 401k Paid vacation Schedule:
Onsite: Monday - Friday, 9am - 5pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com