Client Experience Associate

Advisor Group•Atlanta, GA

20h•$50,000 - $65,000•Remote

About The Position

The Client Experience Associate position with Osaic Wealth’s Innovative Wealth Team, will be responsible for serving, engaging, and retaining existing clients. You will be responsible for providing custom service to existing Innovative Wealth Team clients, including but not limited to answering client account questions, opening new accounts, placing trades, and updating existing accounts. The position will also act as the primary support for the lead and associate advisors as they work with clients.

Requirements

High School Diploma or GED equivalent (minimum required) or undergraduate degree (preferred)
Minimum 3 years of experience in a client facing role required.
Minimum 2 years of experience in Financial Services required
A demonstrated track record of consistently meeting and/or exceeding performance expectations in a remote work environment
Excellent written and verbal communication skills
Drives performance targets to completion
Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) & Adobe Acrobat (Standard)
FINRA Series 7 and 65/66 required

Nice To Haves

Familiarity with Wealthscape, NetX360, Envestnet, and other broker dealer and RIA platforms a plus
Familiar with CRM tools, Redtail
Life and Health insurance preferred

Responsibilities

Serve as the primary point of contact for clients, addressing inquiries via phone, email, and in-person meetings.
Assist clients with account openings, transactions, and maintenance, ensuring compliance with regulatory requirements.
Prepare and manage client documentation, including investment proposals, account statements, and performance reports.
Collaborate with financial advisors and other team members to deliver tailored financial solutions and services to clients.
Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of services offered.
Address and resolve client issues promptly, escalating complex matters to the appropriate team members as necessary.
Perform administrative duties such as scheduling appointments, maintaining client records, and preparing reports.