What are the responsibilities and job description for the Client Service Associate position at Holmes & Griffeth Financial Planners?
Join Our Growing Wealth Management Team!
We are seeking a motivated and detail-oriented Client Services Associate to join our expanding wealth management office. This is an excellent opportunity for someone who enjoys providing exceptional client service, thrives in a fast-paced professional environment, and takes pride in producing accurate, high-quality work.
Key Responsibilities:
- Assist financial advisors with meeting preparation and follow-up
- Prepare and process new account applications and related paperwork
- Provide outstanding client service by responding to client requests and inquiries
- Maintain accurate client records and ensure documentation is complete
- Coordinate administrative tasks to support advisors and daily office operations
- Work collaboratively with team members to deliver an exceptional client experience
Qualifications:
- Strong attention to detail and excellent organizational skills
- Self-motivated with the ability to prioritize tasks and work independently
- Positive attitude and strong interpersonal skills
- Ability to work effectively as part of a team
- Proficiency with Microsoft Office and general computer applications
- Bachelor's degree preferred, but not required
What We Offer:
- Opportunity to grow with a successful and expanding wealth management practice
- Supportive, team-oriented work environment
- Competitive compensation based on experience
- Professional development and career advancement opportunities
- Salaried position with health care coverage (after 90 days), retirement plan and holidays
Pay: $38,500.00 per year
Benefits:
- Health insurance
- Paid time off
- Retirement plan
Work Location: In person
Salary : $38,500