Join Felton & Peel

Part-Time Client Service Associate

Atlanta, GA · Part-time, with potential to become full-time within 12 months

The Client Service Associate helps ensure that Felton & Peel Wealth Management consistently maintains its high standards of client service, bringing knowledge of wealth-management CRM, competency in financial services paperwork, a delight in multi-tasking, proven prioritization and organizational skills, and a desire to learn and contribute.

Client Relations

• Participate in client meetings and take thorough notes
• Execute paperwork for clients and respond to ongoing client requests
• Solve NIGO (Not In Good Order) issues as needed
• Facilitate 401k rollovers and Move Money order requests for clients
• Send appropriate statements and tax documents to clients as needed
• Schedule client appointments as prompted by workflows
• Communicate with clients prior to meetings by sending appropriate documents
• Follow up quickly and effectively on phone calls and emails as needed
• Communicate clearly on behalf of the lead planner with clients

Business Administration

• File documents and paperwork appropriately via Google Drive
• Answer the phone during business hours
• Support compliance efforts, including daily download and organization of trade confirmations
• Update firm documents/materials/PowerPoints as needed
• Manage office supplies
• Communicate clearly on behalf of the Principal with vendors and others
• Initiate and maintain various office procedures and processes
• Participate in collaborative conversations around client services, systems, and growth
• Perform other duties deemed necessary for business growth and support

CRM and Technology Support

• Document tasks, to-do lists, actions, and notes for clients within the CRM
• Manage CRM workflows: scheduling clients, meeting prep, meeting debriefs, notes, and task assignments
• Organize and design new workflows in coordination with the Principal as needed
• Produce semi-annual performance reports for each client
• Facilitate a smooth technology experience for clients, including user access and support
• Flag reports that need special attention or notification
• Daily update and maintenance of the CRM program, including timely addition of new clients/prospects, client segmentation, and client notes & data
• Maintain an up-to-date, organized list of clients in email servers
• Upload blogs as completed; assist in managing social media and the client newsletter

Education and Experience

• Minimum 3 years' experience as an Administrative or Executive Assistant or Office Manager
• Experience in the financial services industry required
• College degree preferred

Qualifications

• Skill in prioritizing workload and ability to multi-task
• Positive, willing attitude to perform a wide variety of tasks
• Ability to establish small-scale systems of office organization
• Proficiency in MS Office Suite and Google applications
• Familiarity with standard office equipment
• In-depth knowledge of CRM
• Ability to communicate well with people of all ages, backgrounds, gender, race, and ethnicity
• Willingness and ability to work during office hours, 9am – 5pm

Compensation

• Part-time position with the potential to become full-time within 12 months of hire
• Flexible work schedules and no vacation limit, as long as client work is completed in a timely manner and vacations are not taken during high seasons/client meeting surges
• Hourly rate: $30.00/hour
• Earn up to 5% of annual compensation via an annual bonus