Job Description
Job DescriptionClient Services Specialist
Location: Roswell, GA
Reports to: Executive Vice President
Department Coordination: Financial Services & Portfolio Management
About Us
St. John & Associates is a full-service Fee-Only financial planning office, proudly serving clients for over 30 years from our Roswell location and a member of NAPFA. As such, we are fiduciaries and do not accept commissions on any product we recommend for our clients. Our integrated financial service is dedicated to providing top-tier financial and investment administrative services to our clients. We foster a collaborative and client-focused environment, ensuring personalized and comprehensive financial solutions.
Role Overview
We are seeking a Client Services Specialist to oversee client administrative service needs and provide essential support to our Financial Services and Portfolio Management departments. This role requires excellent organization and communication skills, attention to detail, and the ability to manage client relationships effectively.
Key Responsibilities
Client Services
Be a point of contact for all client service requests
Schedule and coordinate client meetings, including preparing agenda and written client follow-up reports.
Prepare engagement and compliance documents for new client onboarding.
Facilitate account applications and asset transfers.
Maintain and manage client data, ensuring timely updates and communication.
Respond to client inquiries promptly, coordinating with relevant teams.
Utilize CRM and financial systems effectively (Redtail CRM, Fidelity).
Monitor and maintain client account activities, including deposits, transfers, and withdrawals.
Handle required minimum distributions (RMDs) for eligible clients.
Company Services
Provide administrative support for financial and investment services.
Assist with portfolio management and financial planning departments.
Participate in company management and cross-training initiatives.
Coordinate client engagement activities.
Support additional administrative tasks as assigned.
Qualifications & Skills
Strong organizational and communication skills.
Experience with financial services, client relations, and administrative roles.
Proficiency in financial and CRM systems (Fidelity, Redtail CRM preferred).
Ability to work collaboratively in a financial environment.
Experience
3-5 years of experience in financial services, client management, or a related field.
Experience in account management, banking, brokerage, financial planning, or investment advisory is often preferred.
Why Join Us?
At St. John & Associates, we value teamwork, integrity, and a client-first approach. Join a dynamic team committed to helping individuals and businesses achieve their financial goals.