Client Service Associate

Responsibilities

• 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.

Qualifications

5+ years of relevant experience

Associate degree required; bachelor’s degree and knowledge of the RIA, brokerage, or financial planning industry preferred.

Service-oriented professional who is comfortable meeting, greeting, and communicating with clients and other professionals.

Excellent written and verbal communication skills with a high level of professionalism, confidentiality, discretion, and sound judgment.

Strong organizational and project coordination skills with the ability to prioritize multiple assignments while providing a high level of client service.

Strong problem-solving skills with the ability to work independently and recognize when guidance or assistance is needed.

Strong attention to detail, follow-through, and initiative.

Proficiency in Microsoft Excel, Word, and PowerPoint required.

Experience with Salesforce, Orion, Fidelity, and/or Schwab is a plus.

Ability to quickly learn and adapt to new technology, systems, and software.

Collaborative and energetic team player willing to support the team wherever needed.

This position is an exempt position. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

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Patton Albertson Miller Group LLC is part of the Focus Financial Partners’ network firm community. As part of the partnership, Patton Albertson Miller Group LLC remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.