Financial Client Services Specialist – Alpharetta, Georgia

Position Purpose

At Artisan Financial Strategies, our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of Continuous Learning, Compassion/Empathy, Trust, Client Focus, and Open Mindedness.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Contribute to the continuous evolution of the firm.

Key Competencies and Experience

• Bachelor's degree
• A minimum of 3-5 years in client service for Financial Planning or Wealth Management Firm in an Operations or Client Services
• FINRA S6 or S7 (preferred)
• Excellent knowledge of securities industry’s rules and regulations
• Proficient computer skills:
• Advanced Technology Skills and use of Microsoft Office (Word, Power Point, Excel)
• Financial Planning Software Experience (Example: Morning Star, Money Guide Pro, eMoney)
• CRM Software / Database Experience (Example: Salesforce, Redtail, Etc.)

Knowledge, Skills, & Abilities

• Employ good analytical skills to be able to research account information and resolve problems.
• Develop and maintain solid relationships with clients.
• Excellent written and verbal communication skills
• Strong track record of success in previous positions.
• Known for being a self-starter, getting things done,and inspiring others.
• Demonstrates strong attention to detail and accuracy – takes pride in completing precise work.
• Prepare and process documentation for client transactions, including opening new accounts, transferring assets, deposits, withdrawals, account title changes, address changes, and beneficiary changes.
• Knowledgeable of financial services products, including but not limited to equities, bonds, mutual funds, annuities, insurance, and managed accounts.
• For established clients, the Client Service Specialist will often serve as the most frequent point of contact.
• Demonstrates outstanding teamwork and time management skills.
• Able to handle multiple tasks and operate to tight deadlines.
• Possesses a Strong team-oriented mentality with a desire to achieve personal and company performance goals.
• Possesses Embodies high ethical standards and trustworthiness.
• Consistently demonstrates Excellent interpersonal skills.
• Handle miscellaneous operational activities and projects (e.g., scanning documents, mailing, etc.)

Company Background

Artisan Financial Strategies is a premium financial practice dedicated to providing exceptional client experience and a technically sophisticated approach to financial planning. With over twenty years of experience, our focus is designing and implementing customized financial blueprints that help busy Atlanta-area professionals create the future they envision.

Benefits

• $70K BOE (Annual Compensation) OR Competitive Compensation Based on Experience
• Monday-Friday, Full-time
• Flexible Schedule & Great Work/Life Balance
• Professional, Fun, Motivating Atmosphere
• In-office with opportunity to migrate to hybrid based on experience and performance

Career Path

You should expect to hold the Specialist position for 24-36 months, during which time you will be evaluated on the impact of your contributions to the firm, taking on more responsibilities as you acquire the necessary skills to eventually advance to a more senior role.

Join our team. Join our mission.

Job Type: Full-time

Pay: From $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Paid training
• Work from home

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Application Question(s):

• Do you have experience opening new retail investment accounts and onboarding retail investment clients?

Education:

• Bachelor's (Required)

Work Location: Hybrid remote in Alpharetta, GA 30009