Accuracy-driven Client Service Associate needed in Woodstock, Georgia, managing client service, account paperwork, and advisor scheduling in-office daily. Excel and Schwab familiarity matter.

This Client Service Associate supports a retirement planning and wealth management practice serving 75 households. You will keep operations moving while the advisor focuses on clients and handle responsibilities within a six-person team. The practice manages approximately $45 million in assets and combines financial planning with estate planning legal needs.

Key Responsibilities:

- Manage the advisor's calendar and schedule client appointments
- Process RMDs, money movement, and account paperwork
- Set up accounts and coordinate incoming client transfers




- Gather statements and documents through outbound client calls
- Maintain CRM records, spreadsheets, and analysis data

Requirements:

- Exceptional accuracy and consistent double-checking of work
- Self-direction and reliable follow-through on open items
- Professional communication with high-net-worth clients
- Clean background without felonies or bankruptcies
- Financial services, Schwab, Excel, or notary experience preferred

Bring accuracy, qualified communication, and financial services knowledge to client operations supporting an advisor in Woodstock.

📌 Financial Services Client Service Associate (Woodstock)
🏢 Bill Good Marketing
📍 Woodstock