PFW Advisors is a highly selective wealth management firm based in Atlanta. Our goal is to find the right candidate to join our team that exudes professionalism, a talent for details and a passion to learn and grow with us.

Our work environment includes:

• Growth opportunities
• On-the-job training
• Great benefits package
• Open and effective communication
• Detail-oriented environment

**Job Overview:**

We are seeking a dedicated Client Services Associate to join our team. The ideal candidate will be responsible for managing client accounts, providing exceptional customer service, with a jump-in, can-do, positive attitude. This position requires a very high attention to detail as there is no room for error. Our clients are our business and this role will play a large part in being the initial liaison between our Advisor/Owner and the client. A polished, professional candidate who is comfortable being front-facing with our clients is a requirement. We are looking for a team member who shares the drive and vision of company/client growth.

**Duties:**

- Manage client accounts and act as the main point of contact for customer inquiries

- Daily duties as a Client Services Associate will include (but not limited to): Opening accounts to include asset movement (ACH, wire transfers and internal journal transfers)

- Answer client calls with a SHARP attention to their needs and requests and provide appropriate solutions as needed

- Assist the Director of Operations and our Advisor/Owner in project management tasks to ensure timely delivery of services and client commitments

-Assist with client related projects as it relates to this position and supporting the team in any way necessary to drive the success of the firm

- Utilize HubSpot CRM software to maintain client records and track interactions. Familiarity with HubSpot is a plus

- Highly competent using Excel, Word & Outlook

**Qualifications:**

- Previous experience/knowledge in client account management for an investment advisory firm highly preferred

-Prior experience with Charles Schwab systems is desirable but not required

- Strong communication skills to effectively interact with clients and internal teams

- A strong desire to be a team-member with the common goal of achieving success

- Ability to multi-task is a requirement and copious note taking skills is highly encouraged

- Ability to learn multiple CRM software programs in addition to financial investment software

- Familiarity with project management principles

- Knowledge of the financial industry and general financial planning concepts is preferred

-This is not a hybrid or remote position but is a Monday through Friday in-office position.

-Requires a successful background check

**Company Overview**

We are a highly selective wealth management firm located in the Vinings area and offer investment advisory services which include all client support behind the scenes. This position offers the opportunity to work in a dynamic environment where you can enhance your skills in client services. This also has the potential to hybrid into paraplanning with the possibility of advancement. A very high attention to detail is a must for this position with the ability to learn multiple CRM software and investment software programs. We offer health benefits at 65% employer paid among other benefits which will be detailed if you are selected. Paid vacation/personal time, etc. If you are looking to grow your career in a client-focused role, we encourage you to apply for this exciting opportunity. Please email all resumes and cover letters to Kirsten@pfwadvisors.com and notate the indeed job in the subject line.

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• Health insurance
• Life insurance
• Paid time off
• Paid training

Compensation package:

• Bonus opportunities
• Performance bonus

Schedule:

• 8 hour shift

Ability to Relocate:

• Atlanta, GA 30339: Relocate before starting work (Required)

Work Location: In person

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• Health insurance
• Life insurance
• Paid time off
• Paid training

Compensation package:

• Bonus opportunities
• Performance bonus

Schedule:

• 8 hour shift

Experience:

• Client services: 5 years (Required)
• Project Management: 3 years (Preferred)

Ability to Commute:

• Atlanta, GA 30339 (Required)

Ability to Relocate:

• Atlanta, GA 30339: Relocate before starting work (Required)

Work Location: In person