Client Service Associate

The role

The Client Services Administrator supports client relationships and day-to-day service delivery. This role involves assisting with client requests, preparing for meetings, and coordinating with professional partners.

What you will do

• Build and maintain positive client relationships.
• Schedule and prepare for client meetings and reviews.
• Assist clients with requests including deposits, withdrawals, documentation, and other account-related needs.
• Serve as a liaison between clients, custodians, advisors, operations teams, estate planning attorneys, CPAs, and TPAs.
• Prepare, process, and track client engagement, account, and investment paperwork.
• Maintain a high level of accuracy and attention to detail.
• Research and resolve client inquiries and account-related issues.
• Provide phone and reception desk coverage as needed.
• Adhere to applicable regulatory and compliance standards.

Required qualifications

• 5+ years of relevant experience
• Associate degree required
• Service-oriented professional
• Excellent written and verbal communication skills
• Strong organizational and project coordination skills
• Strong problem-solving skills
• Strong attention to detail, follow-through, and initiative
• Proficiency in Microsoft Excel, Word, and PowerPoint

Nice to have

• Bachelor's degree
• Knowledge of the RIA, brokerage, or financial planning industry
• Experience with Salesforce, Orion, Fidelity, and/or Schwab

Benefits

• 401k plan match
• Medical
• Dental
• Vision
• Life insurance
• 401(k)

About the company

Patton Albertson Miller Group LLC is a fee-only wealth management firm. It is part of the Focus Financial Partners' network firm community.