A faith-based financial organization in Alpharetta, GA is seeking a warm and friendly Client Service Associate. This administrative role supports a high performing team who serves high net worth clients and families. Important traits to have include the ability to thrive in a fast-paced, team-oriented environment, high attention to detail, strong communication skills, and strong personal values.

Direct hire opportunity with a full-time, 100% in-office schedule.

Responsibilities :

• Manages and coordinates client request, including financial transactions, account openings and maintenance, organizes client meetings and responds to client inquiries in a professional manner
• Proactively responds to urgent needs and understands the company's financial planning philosophy
• Maintains accurate electronic database of prospect and client information
• Ensures compliance with policies and procedures
• Provides administrative support including managing quarterly billing, scheduling client/team meetings, and managing the expense reporting process
• Builds efficiencies and effectiveness into administrative and clerical tasks

Qualifications :

• Bachelor's degree preferred
• Proficient in Microsoft Office
• 3+ years of professional experience
• Strong technical aptitude
• Sharp organizational skills
• Great communication skills
• High level of professionalism

Benefits & Compensation:

• $55,000 - $65,000
• Vacation & holiday schedule
• Employer sponsored health insurance
• Contributing retirement