Client Services Associate
📋 Role Overview & Responsibilities
Client Services Associate- Full Time Sullivan & Schlieman Wealth Management, LLC is hiring a Client Services Associate for our Gainesville, GA office. We are a comprehensive wealth management firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals. Examples of general duties:· Greets clients and prospects in a prompt, courteous and helpful manner.· Prepares meeting rooms with beverages/snacks, video conferencing, etc.· Answers all incoming telephone calls made to the firm.· Carry out opening and closing procedures.· Filing and scanning of documents.· Assist with customer service requests and resolutions. · Assist with financial planning.· Assist with trading.· Prepare for client meetings.· Perform other office tasks/duties.Qualifications:· 2-3 years of experience in a professional setting.· Adheres to dress code; appearance is neat and clean.· Reports to work on time as scheduled; completes work in timely manner.· Maintains confidentiality.· Ability to prioritize and multitask.· Excellent written and verbal communication skills.· Strong attention to detail.· Excellent PC skills – Word, Excel, Outlook and Power Point.Benefits:· Competitive pay.· Opportunity to grow within the company.· Health/Dental/Vision Insurance.· Paid Time Off including paid holidays.· 401-K.Industry• Financial Services
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This position is located in Gainesville, GA with potential relocation and sponsorship assistance depending on candidate qualifications.
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