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Blue Trust · 8 hours ago

Client Service Associate- Wealth Solutions

Alpharetta, GA

Full-time

Onsite

Mid Level

3+ years exp

Blue Trust is seeking a Client Service Associate to enhance client service for their Wealth Solutions division. The role involves overseeing client requests, managing investment accounts, and providing administrative support to the team while ensuring compliance with company standards.

AdviceFinanceFinancial ServicesWealth Management

Culture & Values

Responsibilities

Client Service - Serves as “first responder” to client requests and concerns

Responsible for all procedures and follow-up necessary to service investment accounts (e.g., processes applications, deposits, withdrawals, transfers, alternative investment subscription documents, capital calls, and tender offers; prepares and delivers client and investment reports)

Gathers, records, and processes pertinent information from clients or financial institutions for record maintenance, new account applications processing, transactions, or further analysis by other team members

Initiates and monitors administrative details to service client’s accounts and goals

Prepares requested client or investment reports and spreadsheets in a timely manner

Works in conjunction with Advisors and/or Financial Planners to initiate and organize client meetings, follow-up on meetings, and respond to client inquiries regarding actions taken to accomplish goals

Answers incoming calls and emails in a professional manner, providing routine information or referring to the appropriate team member when needed

Proactively plans for and responds to urgent needs

Responsibilities may include Trust Administration – opening/closing accounts, processing money movement, etc. while adhering to the terms of applicable trust documents as well as the Family Office Trusts & Estates Policy

Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its client base

Operations and Compliance Support

Effectively utilizes CRM and DMS systems to maintain accurate electronic database of prospect and client information, including maintaining up-to-date electronic file systems for correspondence, reports and reference material, confidential and non-confidential material, in accordance with compliance guidelines and regulations

Assists the Company’s Compliance Department in monitoring Division activities, addressing items of concern and reporting violations to ensure issues are handled in an appropriate and timely manner

Administration Oversight – Provides administrative support to the Division and/or team in a manner consistent with service standards, including:

Manages quarterly client billing and generates invoices in an active and timely manner

Coordinates the scheduling of and preparation for team/client appointments and meetings. Assists with set up and cleanup of in office meetings

Manages expense reporting process in a manner consistent with Finance procedures

Performs some accounting functions such as accounts payable and receivable as required

Collects and processes outgoing mail, operating related machines, and distributing all incoming mail to appropriate team members in a timely manner

Monitors and orders office supplies as needed within budget limitations. Maintains relationships with vendors and service representatives to support the goal of office efficiency

Troubleshoots and coordinates with appropriate Company personnel as it relates to office machines and technology including phones, internet, copiers and printers

Actively builds efficiencies and effectiveness into administrative and clerical tasks

Approaches work, interactions, and relationships in a manner consistent with the Company’s Core Values

Maintains the highest Compliance standards by adhering to the company’s Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the firm

Qualification

Client ServiceInvestment ManagementCRMDMS SystemsMicrosoft ExcelMicrosoft WordTeam Environment CapabilityCommunication SkillsOrganization SkillsProblem-Solving SkillsAttention to Detail

Required

Strong ability to run and/or oversee multiple related and unrelated projects simultaneously

Keen focus on overall client engagement and exceptional client satisfaction levels

Desire to serve clients and co-workers with excellence

Ability to establish and maintain strong rapport with clients

Proven business mathematical skills and keen attention to detail

Proven technical, analytical, and problem-solving skills

Strong communication skills, both verbal and written

Strong organization skills and systems acumen

Proactive planning, discernment, and responsiveness to urgent needs

Capability to excel in a team environment as well as working independently

Aptitude and passion for learning new things quickly with a strong work ethic

Demonstrates maturity in interpersonal interactions and strong followership - is open, adaptable and exhibits flexibility and adaptability to changing needs

Positively contributes to a healthy, productive work culture and is not intimidated by strength in others, by actively displaying and encouraging a servant mentality and team-mindedness

Personal integrity and ability to discreetly handle confidential data

Adept at prioritization with ability to complete multiple time-sensitive tasks

Excellent computer skills with strong proficiency in Microsoft Excel and Word

Preferred

Bachelor's degree is required, preferably in Management, Business, Finance, and Accounting or a related field

Minimum of three (3) years' prior experience in operations support, office management, client service, investments, administrative support, trust operations, or accounting experience is strongly preferred