What are the responsibilities and job description for the Client Services Associate position at Freedom Wealth Partners?
Client Services Associate
Freedom Wealth Partners is looking to add a Client Services Associate to their team. This is an opportunity to join an established firm in its next chapter of growth! The Client Services Associate role will focus on working in-office to provide outstanding customer service to existing and projected clients, administrative and operational support, and work directly with existing leadership to continue to grow the company.
About Us :
Freedom Wealth Partners is a growing firm with a big vision located in Kennesaw, Georgia. The principals have over 20 years of experience on Wall Street and founded FWP in 2012 to provide personalized and accessible planning while helping clients at their own pace. Integrity, Leadership and Passion are at the forefront of the company's values.
Essential duties :
Administrative Support
Schedule client meetings based on established team criteria and manage calendars efficiently.
Collect and upload required documents; update financial planning tools as needed before client meetings.
Handle administrative tasks such as opening new accounts, transferring assets, and executing move-money functions.
Office Management
Maintain the overall appearance of the office, ensuring a professional environment
Technology & Tools Management
Learn and effectively utilize Microsoft Office Suite to support office operations.
Acquire proficiency in Redtail CRM for client and task management.
Learn and operate within LPL ClientWorks to manage client accounts.
Manage online scheduling through OnceHub to coordinate appointments seamlessly.
Qualifications :
Willing and able to work in-office 5 days a week, Monday-Friday 8 : 30-5pm EST
Investment licensed professionals are strongly preferred (SIE, Series 6 or 7)
3-5 years of professional experience in a customer service role, preferably in the financial services industry (banking, investment, insurance, etc.).
Bachelor's degree preferred
Tech Savvy and Microsoft Office proficient; experience with CRM systems and financial software / tools a plus
Strong problem-solving and critical-thinking abilities
Ability to multitask, prioritize, and manage time effectively
Growth Path :
Growth in this organization is moldable to your vision and desire for your career. There is a strong emphasis on personal and professional development to become the best version of yourself. The pursuit of financial planning certifications is highly desired and encouraged within the firm. Opportunities for advancement to Paraplanner, Relationship Manager, or Associate Financial Advisor are available depending on the aspirations and proven ability of the candidate.
Compensation / Benefits :
Salary : $55,000-$75,000 base salary, commensurate with experience
Bonus Potential : quarterly based on individual performance and contribution to firm success
PTO Policy : all market holidays, 2 weeks, flexible sick and personal
Retirement : 401(k) with 4% match plus annual profit sharing (variable, but historically between 4-7% of total comp)
Competencies :
Strong Interpersonal Communication : Relates well to all kinds of people. Successfully builds relationships with others. Gains trust. Navigates critical conversations with diplomacy and tact. Demonstrates professional written and verbal communication. Comfortable with phone calls and engaging with clients. Has a client-first mentality.
Proactive : Enjoys working hard. Full of energy for the things he / she sees as challenging. Takes ownership of assignments and operates effectively with minimal supervision.
Detail Oriented : High level of accuracy in handling client data and transactions. Pays close attention to all the small particulars when working on tasks or projects. Completes assignments as flawlessly as possible before moving to the next task.
Confidentiality : Keeps personal, managerial, and organizational information safe. Prioritizes trustworthiness, keeping information about individuals, the group, and the organization private.
Growth Mindset : Finds solutions and has a thirst for knowledge. Wants to learn new skills to constantly improve client outcomes and excited to further their career in the industry with the mentorship and support of seasoned professionals.
Impact Driven : Provides excellent relational service with an emphasis on long-term client relationships and supports client needs in a timely manner.
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