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, skilled communication, and financial services knowledge to client operations supporting an advisor in Woodstock.

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