Client Services Associate

Rockstar is recruiting for a boutique wealth management group based in Alpharetta. The firm has been helping clients for almost two decades using their proprietary planning process. The founders of the firm have been covered extensively in both local & national media & they are now looking to grow their Alpharetta-based team.

The firm is seeking a Client Service Associate to join our team located in Alpharetta, GA. This role is integral to their team, and the successful candidate will be responsible for providing high quality service to clients and ensure client priorities are executed accurately.

Responsibilities:

• Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
• Research client and security information through the back-office system.
• Complete and process paperwork for new and existing clients, such as (but not limited to)...

Everyday, somewhere in the world, important decisions are made. Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic direction, these decisions impact employees, customers, and other stakeholders.

Consulting and private equity firms come to proSapient when they need to discover knowledge to help them make great decisions and succeed in their goals. It is our mission to support them in their discovery of knowledge.

We help our clients find industry experts who can provide their knowledge via interview or survey: we curate this knowledge in a market-leading software platform; and we help clients surface knowledge they already have through expansive knowledge management.

What is an Associate?

Our clients have a need to get information that they can’t find on a simple google search, information that only exists in the minds of industry experts. Our...

The Associate will run the Matlock Insurance, Financial Planning Office, answering phones and scheduling clients. Will prepare for meetings by organizing files for agent review, including illustrations of policies, investments and previous client communications. Associate will fill out electronic applications for Life Insurance and Annuities and make sure they are processed on schedule. Will be in charge of all email communication with New York Life and clients and will inform agent of important information.

Requirements

~Must have experience in a Life Insurance and Finanial Services Office.

~Understanding of Microsoft Windows.

~Understanding of Microsoft Office, Outlook, Word and Excel.

~Will need to learn New York Life illustration software.

~Navigate Sales Force.

~Prepare proper form letters.

~Set up Zoom and video calls via Windows and IPad.

~Learn proper compliance and adhere to rules and...

Everyday, somewhere in the world, important decisions are made. Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic direction, these decisions impact employees, customers, and other stakeholders.

Consulting and private equity firms come to proSapient when they need to discover knowledge to help them make great decisions and succeed in their goals. It is our mission to support them in their discovery of knowledge.

We help our clients find industry experts who can provide their knowledge via interview or survey: we curate this knowledge in a market-leading software platform; and we help clients surface knowledge they already have through expansive knowledge management.

What is an Associate?

Our clients have a need to get information that they can’t find on a simple google search, information that only exists in the minds of industry experts. Our...

Everyday, somewhere in the world, important decisions are made. Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic direction, these decisions impact employees, customers, and other stakeholders.

Consulting and private equity firms come to proSapient when they need to discover knowledge to help them make great decisions and succeed in their goals. It is our mission to support them in their discovery of knowledge.

We help our clients find industry experts who can provide their knowledge via interview or survey: we curate this knowledge in a market-leading software platform; and we help clients surface knowledge they already have through expansive knowledge management.

What is an Associate?

Our clients have a need to get information that they can’t find on a simple google search, information that only exists in the minds of industry experts. Our...

Full-time, Client Service Associate (CSA)

Requirements

Summary:

Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.

We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.

This role offers an opportunity for growth into roles with expanded responsibilities with a firm...