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Financial Client Service Associate

Company: Sard Wealth Management Group, LLC
Location: Atlanta
Posted on: May 28, 2023

Job Description:

Sard Wealth Management Group, LLC

We are seeking a mature, ethical, energetic, professional, and caring Client Service Associate to play a critical role in the operation of our firm. With responsibility for the day-to-day operational duties of the firm, you will have a multitude of duties that will require great attention to detail and excellent people skills as there will be a lot of client interaction.

If you are passionate about assisting clients in the financial field, love to cross t's and dot i's, and are all about the details, then this is your chance to play a key role in the continued success of our organization! This is a full-time position, Monday - Friday. In exchange for your expertise, we offer a base salary, 401(k) plus a matching, disability insurance, health benefits if needed, paid time off, and a great working environment.

Compensation is commensurate with experience.

After training, a Flexible Remote option is available on Fridays only.


  • Process new accounts and account transfers/rollovers
  • Process beneficiary changes
  • Managing check requests
  • Managing and calculating client's required minimum distributions from retirement accounts
  • Managing fee billing
  • Annual retirement plan review for client 401k and Simple IRA plans
  • Managing our financial planning software (eMoney and/or MoneyGuidePro)
  • Handles incoming telephone calls (office receives roughly 5-7 calls per day)
  • Assist with life, disability, and long-term care insurance service requests
  • Coordinates state, SEC, and FINRA licensing and renewals
  • Assemble client documents for client meetings
  • Greet clients in a friendly and sincere manner
  • Maintains written systems of all activities
  • Sends periodic client correspondence
  • Oversees annual client satisfaction survey
  • Schedule client appointments
  • Provide client, advisor, and team member support


    • Excellent attitude, interpersonal skills, and an extraordinary client service orientation
    • Have a passion for working with clients and helping people
    • Ability to be part of a team and get along, while having the ability to work independently
    • Excellent organizational, time management, and analytical skills
    • Ability to think outside the box, prioritize workload and anticipate and resolve issues as they arise
    • Superior phone skills - friendly and helpful in all interactions on the phone
    • Professional demeanor, strong verbal, written, presentation, and communication skills
    • Interest in and knowledge of financial markets and investment securities (intellectually curious)
    • Experience working with customer relationship management (CRM) software such as Redtail, Salesforce, or others
    • Current or previously held FINRA Series 6, 7, 63, or 65 preferred, but not required
    • Knowledgeable with Microsoft Office Suite
    • Previous experience in Wealth Management or Registered Investment Advisor (RIA) financial services industry


      $60,000 - $80,000 DOE

      About Sard Wealth Management Group, LLC

      Sard Wealth Management Group opened its doors in 1992 to offer independent, comprehensive financial advice. We strive to develop long-lasting relationships with all our clients in order to effectively anticipate and act upon their financial concerns. We maintain a group of select clients, assuring the highest-caliber individual attention and service. We treat our employees with the highest level of respect while allowing for a hybrid work schedule.

      Sard Wealth Management has been recognized as a top wealth management firm by multiple publications in Atlanta and throughout the country over the past 30 years. Our organization cares deeply about our clients and the people we employ. We pride ourselves on putting people before profit and providing an exceptional working environment.

Keywords: Sard Wealth Management Group, LLC, Atlanta , Financial Client Service Associate, Accounting, Auditing , Atlanta, Georgia

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