Client Services Specialist
Location: Roswell, GA
Reports to: Executive Vice President
Department Coordination: Financial Services & Portfolio Management
About Us
St. John & Associates is a full-service Fee-Only financial planning office, proudly serving clients for over 30 years from our Roswell location and a member of NAPFA. As such, we are fiduciaries and do not accept commissions on any product we recommend for our clients. Our integrated financial service is dedicated to providing top-tier financial and investment administrative services to our clients. We foster a collaborative and client-focused environment, ensuring personalized and comprehensive financial solutions.
Role Overview
We are seeking a Client Services Specialist to oversee client administrative service needs and provide essential support to our Financial Services and Portfolio Management departments. This role requires excellent organization and communication skills, attention to detail, and the ability to manage client relationships effectively.
Key Responsibilities
Client Services
· Be a point of contact for all client service requests
· Schedule and coordinate client meetings, including preparing agenda and written client follow-up reports.
· Prepare engagement and compliance documents for new client onboarding.
· Facilitate account applications and asset transfers.
· Maintain and manage client data, ensuring timely updates and communication.
· Respond to client inquiries promptly, coordinating with relevant teams.
· Utilize CRM and financial systems effectively (Redtail CRM, Fidelity).
· Monitor and maintain client account activities, including deposits, transfers, and withdrawals.
· Handle required minimum distributions (RMDs) for eligible clients.
Company Services
· Provide administrative support for financial and investment services.
· Assist with portfolio management and financial planning departments.
· Participate in company management and cross-training initiatives.
· Coordinate client engagement activities.
· Support additional administrative tasks as assigned.
Qualifications & Skills
· Strong organizational and communication skills.
· Experience with financial services, client relations, and administrative roles.
· Proficiency in financial and CRM systems (Fidelity, Redtail CRM preferred).
· Ability to work collaboratively in a financial environment.
Experience
· 3-5 years of experience in financial services, client management, or a related field.
· Experience in account management, banking, brokerage, financial planning, or investment advisory is often preferred.
Why Join Us?
At St. John & Associates, we value teamwork, integrity, and a client-first approach. Join a dynamic team committed to helping individuals and businesses achieve their financial goals.
Who We Are
In 1992, St. John & Associates was founded by Richard St. John at a time when he found independent financial advice and wealth management services was not available to many. Built on the core value of integrity, we put our clients first, building long-lasting relationships that help them achieve their financial goals. Our team of knowledgeable and experienced professionals create an environment of trust with clients as they journey through life.
We offer a wide-range of financial services including comprehensive Financial Planning, Investment Management, and Financial Services. We help families make smart decisions and budget for large expenses across all areas of their finances. From personal planning, estate planning, risk management and insurance, to investment planning, tax planning, portfolio management, St. John & Associates is a single resource for advice and full-scope planning services.
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