Ria Client Services Associate
Company: Park Square Financial Group
Location: Roswell
Posted on: January 26, 2023
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Job Description:
We are looking for an outgoing and joyful person who loves
working with clients and solving their problems. If you get
energized from talking to people, love checking things off of a
list and staying on top of your tasks, then we are looking for you.
If someone would describe your level of tracking tasks and
completing them on time and at a high level of expertise as OCD,
then we want you!
You are the front line of support for clients and you help ensure
that customers are satisfied with the services provided by the Firm
and our advisers.
Responsibilities:
Administrative
--- You will help ensure that the office is clean, presentable and
ready to accept client visits
--- You will be responsible for scanning and filing firm documents
and organizing them into the Firm's digital document storage
--- You will update client info (for existing clients) or fill in
new client info (for prospects onboarding as new clients) in the
Firm's CRM as needed
Client Service
--- This is where your people skills shine! You will be greeting
clients and walking them to the appropriate office
--- You will work with the client's financial advisor to review
client accounts and you will help onboard new clients
--- You will be the master of scheduling. You will schedule calls
with clients and ensure calls with advisers are documented in the
client's file along with their Adviser's notes from the calls
--- You will be delivering white glove services, including ensuring
that clients receive reminder emails and calls before meetings,
processing custodial and firm account paperwork (including account
application, transfer of assets/move money, add advisor/advisor
authorization, IRA distributions), sending out all approved
paperwork to obtain the client's signature and facilitating various
client requests to completion and/or resolve alerts and issues
Compliance
--- Listen, you are working in a very regulated industry. So this
position will have to make sure that client records are accurate
and up to date
Learning and Growth
--- We want you to grow in your position and become the best you
can be. Education and training are important to us, so you will
undergo quarterly training relevant to your role. You will complete
training courses on custodian sites, carrier sites, CRM, FinTech,
Storage Solutions, advisor platforms and more
Qualifications:
--- Exceptional client service abilities
--- Professional written and verbal communication skills
--- Strong computer skills with proficiency in Microsoft Office
Suite (particularly Excel, Outlook, and Word) for PC
--- High School diploma or GED
About Company:
We are a registered investment adviser (RIA) based in Roswell, GA,
and serving clients nationwide. We have a deep-seated belief that
all Americans should be able to work with an independent financial
advisor of high integrity and objectivity. Many steps are required
to earn trust. Our clients depend upon us for sound advice. In
turn, our credibility and success depend upon our clients'
trust.
Keywords: Park Square Financial Group, Roswell , Ria Client Services Associate, Other , Roswell, Georgia
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