Client Service Associate

Contact: Wendy Paxton Operations Manager

Description

Investment Planning Advisors is an independent financial planning firm with offices in Cumming and Gainesville, GA. Our rapidly growing firm is looking to hire a Client Service Associate to work in support of our Managing Director, Pat Paxton The Client Service Associate is primarily responsible for making sure operations run smoothly at IPA. You will need to have good social & communicative skills as well as the ability to stay organized, work diligently, and be detail oriented. Our environment is dynamic, so you’ll also need to be flexible and adaptable to change as we grow.

In this role, you’ll work closely with clients on scheduling, account paperwork, and meeting preparation. You will be reporting directly to Pat Paxton as well as working alongside our Operations Manager.Our #1 priority is an excellent client experience.

This position will not be expected to bring on new clients or make cold calls. This position is not commission-based, nor is any position at Investment Planning Advisors.

If interested, please submit your cover letter, resume, and references

Job Responsibilities

• Schedule client appointments and manage the staff calendar
• Handle client account service, including all administrative-type changes, including beneficiary changes, and withdrawal and deposits.
• Set-up of new client accounts, including transfer of assets into the accounts and deposits into the new accounts, and establishing all relevant account features, including proper account registration, beneficiary designations, and systematic withdrawal plans, automatic monthly investment programs, etc
• Pull and organize client files for upcoming meetings.
• Manage all paper check deposits to the investment accounts.
• Process all checklists to establish and update client relationships, set and change billing, and terminate client relationships.
• Audit Fee Billing
• Answer and return calls for office staff
• Take detailed notes, update CRM, and complete the meeting follow-up action items.
• Research and answer basic financial planning questions from clients.
• Track, manage, and complete all Items for Attention on the VeoOne platform (TD Ameritrade) or affiliated custodian.

Qualifications

Preferred

• 1 years’ experience in the financial services field
• Bachelor’s of Business Administration (any focus)

Required

• Bachelor's Degree
• 1 year experience in customer service related role
• At least 3 referrals
• Highly motivated
• Excellent oral and written communication skills
• Ability to think clearly and communicate concisely
• Detail oriented
• Ability to prioritize tasks and work on multiple assignments
• Ability to work both independently and as part of a team with professionals of all levels
• Proficient in Microsoft Office Suite

What's in it for you:

• Hourly rate of $18-23 hr based on experience and qualifications. Bonus and annual raise opportunities.
• Monday thru Thursday 9:30 to 2PM
• Growth opportunities

Job Type: Part-time

Pay: $23,000.00 - $30,000.00 per year

Benefits:

• 401(k)
• Flexible schedule
• Paid time off

Supplemental pay types:

• Bonus pay

Experience:

• Customer service: 1 year (Required)

Work Location: One location