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
Qualified 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 (Canada)
🏢 Bill Good Marketing
📍 Canada