Fidelis Private Wealth Partners · 1 day ago
Client Service Associate (CSA)
Peachtree Corners, GA
Full-time
Onsite
Entry Level
1+ years expFidelis Private Wealth Partners is a dynamic, boutique wealth management firm dedicated to educating the community on financial matters. The Client Service Associate (CSA) will support the firm's administrative and operational functions, ensuring client recommendations are executed and maintaining high levels of customer service to enhance client experiences.
Financial Services
Hiring Manager
Greg Mayfield, CFP®, RICP®, CLU, ChFC
Responsibilities
Track production through each stage of execution and manage the pipeline
Oversee team workflow and manage internal communication to ensure accuracy and preparedness
Coordinate and prepare for weekly team meetings
Provide accountability to the team and help audit the time and energy of the advisor
Help create the desired culture and environment for the team and clients as guided by the team’s core values
Proactively communicate with clients throughout the implementation process
Pre-fill insurance applications and investment paperwork for closing meetings
Schedule medical exams
Complete and submit applications/account paperwork for processing
Facilitate and assist in the creation of investment accounts and insurance policies, including data gathering and paper/digital signature requests
Handle complex insurance client service issues and process incoming client service requests, including but not limited to processing address changes, bank change information, loan requests, and account inquiries
Prepare proposals and other materials as directed for client meetings
Participate in client meetings for administrative support
Manage the team’s use of technology across all systems
Manage client correspondence, notes, and files, and maintain compliant client records
Cross-train with department roles
Qualification
Required
Bachelor's degree
Life & Health insurance license obtained within 30 days of start date
History of a clean compliance record
Excellent communication and problem-solving skills
Ability to work with a close-knit team
Ability to create and maintain systems for a high volume of work and stay organized in a fast-paced environment
Strong customer focus, excellent social skills, and team-oriented
Strong attention to detail and consistent follow-through
Punctual, with a positive mindset and upbeat energy
Ability to multi-task, prioritize, and work efficiently
Preferred
1-3 years of experience in an administrative or operational role within a financial services firm
Company
Fidelis Private Wealth Partners
At Fidelis, we provide strategic, actionable insight that leads to clarity and confidence about your wealth and your financial future.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Matt Goodwin
Private Wealth Advisor and Co-Founder
Parker Campbell
Fidelis Private Wealth Partners
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