Careers-Client Relations

OPEN POSITION: Client Relations Associate

GENERAL INFORMATION

  • Targeted Compensation: $35,000 - $45,000 based on experience and performance (incentive bonus + profit sharing)
  • Benefits: Retirement
  • Location: Atlanta, GA
  • Start Date: October 1, 2019
  • Employment Type: Full-Time
  • Industry: Professional Services/Financial Services

ABOUT THE FIRM

Creative Financial Partners, LLC is a rapidly growing, full service financial services firm serving individuals and small businesses with a suite of strategies including financial planning, investment management, mortgage services, tax planning and insurance. We are currently seeking to add a dedicated team member to fulfill the role of Client Relations Associate.

JOB SUMMARY

The position involves frequent interaction with clients, and it’s expected of the Associate to provide a high level of service to them in a fast paced environment. The Associate will prepare and submit all new business and service paperwork efficiently and thoroughly; timeliness of following-up and following through is crucial in this position.  Furthermore, the Associate must be able to provide support to other team members across a wide range of operational and administrative duties. 

The candidate MUST possess a high level of problem solving skills and attention to detail. He/she is expected to be proactive and possess a maturity to handle confidential and delicate client information and issues.

DUTIES INCLUDE BUT NOT LIMITED TO:

  • Process and improve operational efficiencies relating to new account paperwork, processing, and communication with clients.
  • Communicate and resolve any issues arising with vendors, compliance, customer accounts, and other third party service providers.
  • Handle and track all client service requests including additional investments or cash needs, additional or changes to insurance policies, address changes, and any other urgent client matters.
  • Provide clients support with all technology and software.
  • Remain current on Salesforce (and other systems) best practices, technologies and certifications.
  • Maintain and enhance visual layout, workflow rules and business logic to streamline and enhance the firm’s processes and improve the user’s experience.

MINIMUM REQUIREMENTS TO APPLY

  • 2 years’ experience in sales or a customer service role.  Experience in the financial services industry preferred but not required.
  • Some experience using Salesforce software for administration and/or development.
  • High level of proficiency in using Excel, Word, PowerPoint, Outlook, and Adobe Acrobat software.
  • Must be able to commute to the firm’s office in Atlanta, GA and work beyond typical hours during busy business seasons, such as tax season.

STEPS TO APPLY

All applicants must complete all the steps below to be considered.

Send all the following in one email to rkahan@creativefinpartners.com

  1. Cover letter
  2. Resume
  3. Click here to take this personality test. Convert your test results into a PDF document and attach it.
  4. Answer the following questions within the body of the email.
    1. In no less than 5 sentences, explain whether you agree or disagree with all or part of the results from taking the personality test in Step 3. Why?
    2. If you had to wear one t-shirt for the rest of your life, what would it say on the t-shirt on the front side and backside?
    3. How is a job different than a career?
  5. Subject line of email should say “Client Relations Associate Application at CFP”

 

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Check the background of this financial professional on FINRA's BrokerCheck