Client Service Coordinator

Hightower Advisors • Alpharetta, GA

21h • $52,000 - $55,000 • Onsite

About The Position

Your Future Team Bluerock Wealth Management is an established financial advisory practice which is part of the larger Hightower network. Our practice is an ensemble, where team members collaborate as one on behalf of our clients. We believe our collaborative relationships and approach create results for every client we serve. Shunning the legacy “sales” driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life’s journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing diversity of backgrounds, and skills. It is through this ensemble approach we attempt to create ever increasing value to our clients. This is a fiduciary fee-only practice. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven and inclusive approach. The Role We are looking for a warm, detail-oriented professional to join our client service team of a growing practice. This role is ideal for someone who excels in a client-facing environment and is eager to learn the inner workings of a busy wealth management practice. As the first contact for visitors and callers, you'll help create a welcoming and professional atmosphere. You'll also support internal operations, assist with client service tasks, and contribute to marketing and executive support projects. No prior industry experience is required — just a passion for service and a willingness to grow. You will report to the Chief Operating Officer.

Requirements

• Experience delivering white glove client experiences
• Prior experience in client-facing or administrative roles
• Strong attention to detail and organizational skills
• High school diploma or equivalent
• Proficiency in Microsoft Office Suite
• Ability to thrive in a fast-paced, team-oriented environment
• Excellent written and verbal communication skills
• Growth mindset
• A friendly, professional demeanor and eagerness to learn

Responsibilities

• Greet and welcome all visitors to the office
• Schedule and facilitate client office visits
• Maintain a clean and presentable reception area
• Answer and direct incoming phone calls
• Help with purchase and approval of client gifts
• Provide support to the Growth & Marketing team
• Set up and break down in-office meetings
• Handle incoming and outgoing mail
• Load/unload dishwasher and maintain common areas
• Provide executive support to Management Team
• Scan and route incoming checks
• Log and scan client custodial statements

Benefits

• Annual base salary of $52,000-$55,000 based on qualifications and experience
• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Paid Parental Leave
• Student Loan Assistance
• Pet Insurance
• HIGHflex PTO Plan
• 5 days in the office

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED