Client Service Associate - Fouts Law Group
About The Position
Fouts Law Group is hiring a Client Service Associate to replace a retiring team member. The firm is a six-person retirement planning and wealth management practice in Woodstock, Georgia, serving approximately 75 households and managing around $45 million in assets. Its lead advisor is also an estate planning attorney, allowing the team to support clients with both financial planning and legal needs. The associate will keep operations running and support the advisor by managing client service and administrative work. This is an in-office position five days a week, from 8:00 AM to 4:30 PM, with a half-hour lunch. No remote or hybrid arrangements are available.
Requirements
- Demonstrate exceptional accuracy and double-check work before sending or processing it.
- Do not guess or provide clients with information unless certain of its accuracy.
- Work independently and take initiative to identify and complete next steps.
- Communicate professionally and clearly in writing and verbally, including with high-net-worth clients.
- Have a clean background, with no felonies or bankruptcies.
Nice To Haves
- Experience in financial services.
- Familiarity with the Schwab custodian platform.
- Fluency with Excel.
- Notary certification.
Responsibilities
- Manage the advisor’s calendar and schedule client appointments.
- Process service requests, including required minimum distributions (RMDs), money movement, and account paperwork from start to finish.
- Set up new client accounts and coordinate incoming transfers.
- Call clients and prospects to gather financial statements and documents needed for reviews.
- Maintain client records in the firm’s CRM systems.
- Extract data from client statements, enter it into analysis tools, and prepare summary spreadsheets for the advisor.
- Attend estate plan signing appointments as an official witness.
- Print estate plans and prepare them for client signing meetings.
- Follow up on open items to ensure they are completed.
Benefits
- Health insurance stipend.
- Paid time off.
- Paid holidays.
- Mileage reimbursement for work-related driving beyond the normal commute.
- Monthly check-ins during the first three months.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
