Client Service Associate

Job Description

Job Description

Atlantic Wealth Management, LLC, is an independent, full-service investment management and financial planning firm focused intently on the growth and protection of our clients’ hard-earned wealth through our established planning process. We value lifelong relationships while providing the highest level of personal service and intimacy one would expect from a boutique financial services firm. By first understanding what is truly most important to each of our clients and their family, we can then develop a plan designed to last for generations. It is our belief that we are called to be the light in our community by loving and caring for others. Our faith in God forms the cornerstone to everything we do – personally and professionally.

We are looking for a dynamic and client-focused Client Service Associate/Director of First Impressions to join our team. The Client Service Associate will provide excellent administrative support to team members and clients by performing tasks directly related to client service, office administration, and financial planning support that would assist financial advisors and planners in delivering the highest level of service to their clients in an effort to help them reach their most important goals.

Primary Responsibilities:

Client Service

• Serve as the first point of contact by answering incoming phone calls and emails, professionally screening and directing inquiries to the appropriate team member.
• Schedule client meetings, including account reviews and follow-ups, to support ongoing financial planning and service needs.
• Serve as a host by greeting guests in a warm and welcoming manner, making them feel at home in our office.
• Take initiative to promptly respond to client service requests, prioritize follow-ups, and ensure thorough completion.Act as a client concierge by anticipating needs and connecting clients with carefully vetted solutions.
• Carry out thoughtful Random Acts of Kindness to create memorable, personalized experiences for clients.
• Build and nurture relationships in a genuine, values-driven manner that reflects the firm’s mission and commitment to excellence.
• Lead the onboarding process for new clients, ensuring a smooth and thorough experience from start to finish.

Office Administrative Support

• Maintain accurate and compliant client records within the firm’s CRM and electronic systems, ensuring timely updates in line with industry regulations.
• Prepare materials for client review meetings, including gathering relevant documents and reports.
• Manage incoming and outgoing mail and packages efficiently and reliably.
• Proactively identify opportunities to improve administrative systems and processes, regularly updating documentation to reflect best practices.
• Oversee office supply inventory, ensuring materials and client disclosures are always well-stocked and organized.
• Manage the firm’s office calendar and coordinate schedules to maximize team productivity.
• Assist with preparation and delivery of client communications, including all cards and other periodic outreach.
• Assist with the planning and execution of client events to ensure an engaging client experience aligned with the firm’s values and brand.

Qualifications:

• Relationally focused with the ability to build strong relationships with others effectively
• Demonstrated excellence being a welcoming host and concierge
• Generous and willing to help others – must have a servant’s heart
• High level of personal integrity with the ability to manage confidential information responsibly
• Flexible and proactive, with strong prioritization and multitasking abilities to manage both routine and urgent tasks effectively
• Strong organizational skills and a process-focused acumen that includes critical thinking
• Strong business mathematical skills and focused attention to detail
• Capability to excel in a team environment as well as work independently
• Takes initiative to get things done
• Contagious, positive attitude that inspires confidence and trust of team members and clients
• Demonstrated knowledge of the financial industry and a passion to learn
• Committed to personal and professional development; has a student mindset and a passion for continuous learning
• Demonstrated excellence with computer literacy skills and knowledge of specialized office programs including proficiency within Microsoft Office products, specifically Word, Excel, PowerPoint, and Outlook
• Knowledgeable of the Crystal Coast area
• Experience with event planning and execution is preferred
• Loyal and committed to a mission and purpose

Education and Experience:

• Bachelor’s degree in management, business, finance, or equivalent is preferred
• Minimum of three (3) years prior experience in a support role in administrative, client service role or financial planning experience within a bank, investment, or accounting company is strongly preferred

Compensation and Benefits

• Competitive salary (dependent upon experience and licenses held) and performance-based incentives
• Comprehensive benefits package including 401(k) plan with company match and profit sharing and paid time off
• Professional development opportunities and support for industry certifications
• Collaborative and supportive work environment with opportunities for growth and advancement

Interested candidates should send email their resume and cover letter to [email protected].