Client Relations Associate - Roswell, GA
About The Position
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!
Requirements
- 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
Nice To Haves
- RIA industry experience preferred
- Previous CRM experience (Orion, Wealthbox or equivalent)
Responsibilities
- 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
Benefits
- Competitive pay
- Health
- Dental
- 401k
- Paid vacation
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
