Financial Client Associate
On-site · Rome, Georgia, United States
Job Summary
The Financial Client Associate provides exceptional service to Financial Advisors and clients. Key responsibilities include support with account opening and maintenance, resolving client inquiries, creating daily reports, assisting in financial planning, and collaborating closely with Financial Advisors to ensure a seamless client experience. Candidates should possess proficiency in Microsoft Office Suite and strong customer service skills, along with excellent organizational, communication, and time management abilities. This position requires a Bachelor's Degree or equivalent work experience and at least 1 year of experience in client services, preferably within the financial industry. The role offers comprehensive benefits, promoting a supportive and engaging work environment.
Required Qualifications
- Proficient experience with Microsoft Office Suite
- Professional presence with strong customer service skills
- Detail oriented with excellent organization skills
- Ability to multi-task in a fast-paced environment
- Excellent oral and written communication skills
- Ability to seek new ways to improve processes
- Discretion in handling confidential information
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