Client Service Associate
Gw Henssler & Associates Ltd Gw Henssler & Associates Ltd Kennesaw, GA Kennesaw, GA Full-time Full-time Estimated:
$46.
5K - $58.
9K a year Estimated:
$46.
5K - $58.
9K a year 1 day ago 1 day ago 1 day ago Henssler Financial, a financial services firm with headquarters in Kennesaw, GA , is seeking a highly organized Client Services Associate to work within the Planning & Implementation department.
We are proud to offer all full time employees the following benefits.
Competitive base salary 3 weeks of paid time off to start 11 Paid Holidays plus 6 additional half days Flexible and Hybrid work schedule options Medical Insurance (the firm covers the full cost for tier 1 employee only medical coverage) Dental and Vision Insurance Flexible Spending Account Life Insurance ( company paid) Disability Insurance (company paid) 401K with generous company match (Traditional and Roth) Certification Reimbursement Education Reimbursement On-Site Employee Gym Dress for your day dress code (most days are casual with jeans common) Free financial planning and tax preparation for employees Dog friendly office Supportive team environment with team and firm wide social events Our firm specializes in financial advisory services, business and personal tax, and consulting.
We differentiate our services by offering advanced planning expertise and maintaining a consistent focus on the people and values that set us apart.
Job Duties:
This role is responsible for administrative functions within the department.
The ideal individual will be able to coordinate and work directly with clients for the various duties listed below.
All custodial paperwork.
Account set up.
Completing new client checklist.
Assisting with leads and contracts.
Online filing to SharePoint site.
Faxing documents.
Preparing meeting booklets and meeting prep.
Preparing all items for mailing.
Sending monthly reports.
Scheduling appointments.
Writing and mailing non-rec letters.
Creating IPS templates and updating custodian/contact information.
Spend a portion of time each week at the front desk, which includes the following responsibilities.
Greet all guests and visitors and notify personnel of guests as required.
Maintain an organized and clean front desk, reception area and meeting rooms.
Answer incoming phone calls and transfer as appropriate.
Assisting Financial Planners and Associates with other tasks as needed.
Qualifications:
A bachelor's degree in Finance or a related field Highly motivated; Strong organizational and prioritization skills; Strong verbal and written communication skills; Team player with a personality that can work with many people; Professional and customer focused attitude; Reliability and accountability to do the work required; and Industry experience is a plus.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
$46.
5K - $58.
9K a year Estimated:
$46.
5K - $58.
9K a year 1 day ago 1 day ago 1 day ago Henssler Financial, a financial services firm with headquarters in Kennesaw, GA , is seeking a highly organized Client Services Associate to work within the Planning & Implementation department.
We are proud to offer all full time employees the following benefits.
Competitive base salary 3 weeks of paid time off to start 11 Paid Holidays plus 6 additional half days Flexible and Hybrid work schedule options Medical Insurance (the firm covers the full cost for tier 1 employee only medical coverage) Dental and Vision Insurance Flexible Spending Account Life Insurance ( company paid) Disability Insurance (company paid) 401K with generous company match (Traditional and Roth) Certification Reimbursement Education Reimbursement On-Site Employee Gym Dress for your day dress code (most days are casual with jeans common) Free financial planning and tax preparation for employees Dog friendly office Supportive team environment with team and firm wide social events Our firm specializes in financial advisory services, business and personal tax, and consulting.
We differentiate our services by offering advanced planning expertise and maintaining a consistent focus on the people and values that set us apart.
Job Duties:
This role is responsible for administrative functions within the department.
The ideal individual will be able to coordinate and work directly with clients for the various duties listed below.
All custodial paperwork.
Account set up.
Completing new client checklist.
Assisting with leads and contracts.
Online filing to SharePoint site.
Faxing documents.
Preparing meeting booklets and meeting prep.
Preparing all items for mailing.
Sending monthly reports.
Scheduling appointments.
Writing and mailing non-rec letters.
Creating IPS templates and updating custodian/contact information.
Spend a portion of time each week at the front desk, which includes the following responsibilities.
Greet all guests and visitors and notify personnel of guests as required.
Maintain an organized and clean front desk, reception area and meeting rooms.
Answer incoming phone calls and transfer as appropriate.
Assisting Financial Planners and Associates with other tasks as needed.
Qualifications:
A bachelor's degree in Finance or a related field Highly motivated; Strong organizational and prioritization skills; Strong verbal and written communication skills; Team player with a personality that can work with many people; Professional and customer focused attitude; Reliability and accountability to do the work required; and Industry experience is a plus.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
