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 role supports the advisor and helps keep the practice’s daily operations running. The firm is a retirement planning and wealth management practice in Woodstock, Georgia, with an advisor who is also an estate planning attorney. The team serves approximately 75 households and manages around $45 million in assets. This is an in-office position, five days a week, with hours of 8:00 AM to 4:30 PM and a half-hour lunch. The successful candidate will manage client-service and account-processing tasks, maintain client records, prepare information for the advisor, and assist with estate plan signing appointments.
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 identify and complete next steps without prompting.
- 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.
- Keep client records current in CRM systems.
- Pull data from client statements, enter it into analysis tools, and build 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 nothing falls through the cracks.
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
Education Level
No Education Listed
