Client Relations Associate Roswell, GA

Roswell, GA - USA

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

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 growthperfect for a self-motivated go-getter!

What youll 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 Were 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 Youll 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

Required Experience:

Position: Client Relations AssociateFirm: Park Square Financial GroupLocation: Roswell GAOverview: 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 Indepe...