Client Associate jobs in United States
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The Forge Companies · 1 day ago

Client Associate

positionAtlanta, GA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

The Forge Companies is seeking a Financial Client Associate to support a team of Financial Advisors in providing fiduciary-level financial planning and investment services. This role involves direct client interaction, administrative support, and the implementation of financial planning recommendations.

ConsultingFinancial ServicesWealth Management

Responsibilities

Support the Financial Advisor with the creation, design, delivery, and implementation of financial planning and investment services
Assist the Financial Advisor with a proper review of each client’s financial situation
Assist the Financial Advisor with gathering and preparing documents ahead of client meetings
Serve as the single point of contact for the Financial Advisor on all administrative aspects of client service
Coordinate internally to satisfy client actions and service client accounts
Coordinate and service client document requests
Schedule and document client meetings as requested by the Financial Advisor
Serve as client contact when Financial Advisor is out of the office
Serve as the single point of contact for the Financial Advisor on all operational aspects of client service
Track new account paperwork and the funding of new accounts
Prepare and submit account maintenance paperwork
Prepare and circulate client distribution requests
Maintain and update activity using the firm’s contact management system
Professionally handle incoming and outgoing client correspondence by properly communicating accurate information
Maintain a professional approach to service to include both internal and external clients
Research and recommend process updates as needed
Work diligently to learn the financial planning process as employed by Advocacy Wealth for our unique client base which consists primarily of injured plaintiffs who receive a lawsuit recovery
Other duties as assigned

Qualification

Series 65 licenseLife & Health insurance licenseClient service experienceFinancial services experienceMath skillsAnalytical skillsProcess orientedComputer skillsSoftware skillsDetail orientedOrganization skillsTime management skillsCommunication skillsTeamwork

Required

FINRA Series 65 license
Life & Health insurance license or the ability to obtain both within six months of the date of hire
Associate (2-year) degree or equivalent
Experience working in a client service environment or experience working in financial services
Ability to travel up to 15% of time for client meetings
Detail oriented, strong math, and analytical skills
Good organization and time management skills
Ability to communicate at all levels within the organization
Process oriented and can work with a team
Strong computer and software skills
Prolonged periods of sitting at a desk and working on a computer
Must be able to lift 15 pounds at times
Less than 5% of the time, but occasional travel is necessary

Company

The Forge Companies

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The Forge Companies specialize in providing advice for wealth management and financial services.
dateFounded in 2003
location
Hartwell, Georgia, USA
people-size51-200 employees
web-link
https://www.theforgecompanies.com

Funding

Current Stage
Growth Stage

Leadership Team

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Spooner Phillips IV
Chief Executive Officer
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Recent News

EIN Presswire
Advocacy Trust’s Chief Fiduciary Counsel Named to Special Needs Alliance
2025-11-04
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The Forge Companies Announce Strategic Partnership with Attorney Rebecca Blount
2025-03-03
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Full Circle Coverage Announces New Partnership with Golden Bear
2024-12-18
Company data provided by crunchbase