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.
Responsibilities
Qualifications
Compensation
$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
Click
here to apply!
|