Broker Check

Martinez Office

4210 Columbia Road

Suite 13 B
Martinez, GA 30907

Careers: Client Service Manager

Job Description: Client Service Manager

To apply, please email your resume to Tony Gallo at tony.gallo@granitearchwealth.com.
For questions or to inquire, please call (706) 250-5748

YOU …

Are you looking to grow personally and professionally? Are you a self-starter, team player who is friendly, upbeat, courteous and will go the extra mile to help people? Are you someone who is hungry, wants to be challenged and is ready to run? You know what it takes to create a raving fan!

Pay … $30,000 - $70,000, In Office, Full Time

Firm Benefits …

  • Paid vacation/holidays
  • Retirement Plan match
  • Paid time off
  • Industry certification
  • Industry leading company paid training
  • company events

The Big Picture …

This full-time individual will deliver a wide range of critical client support and helps to provide the resources and guidance their clients need to achieve their financial goals. Duties are varied and can include supporting the preparation of financial plans and reviews; organizing meetings; meeting follow up; responding to client inquiries and maintaining; processing new business and updating client files. 

This is an awesome opportunity for someone who is hungry, wants to be challenged, and is ready to run. Ready to learn more? Keep reading!

Who We Are …

We’re a growing team of client focused financial service specialists who just so happen to thrive on seeing people achieve their financial dreams and goals. We have been doing financial planning for business owners and families searching for tax focused approaches to wealth management and retirement/401(k) solutions since 1998.

Position Description …

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as a full-time employee of an independent advisor of GraniteArch Wealth Management. Assist in daily business operations.

Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar. 

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position Functions:

50%  -  Business Management

  • Work with home office to ensure accurate account setup and resolve issues
  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
  • Maintain files and records in accordance with the records retention policy
  • As necessary, prepare preliminary financial planning recommendations as well as initial product solutions for advisor review and use in client meetings
  • Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)

50%  -  Client Care

  • Set up and maintain client management system
  • Call clients or prospects to set up meetings or appointments
  • Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
  • Attend and participate in client meetings if necessary
  • Conduct transactions on behalf of clients
  • Coordinate client appreciation events and seminars
  • Answer unsolicited calls from prospects to schedule appointments or refer to advisor

Key Traits of a Successful Client Service Manager …

  • Direct attention to detail and organization
  • Strong organizational and computer skills
  • Effective communication with clients and other advisors/staff
  • Effective and efficient time management
  • Strong computer skills (Microsoft Office Suite)
  • Polite and clear phone manner
  • Ability to multi-task
  • Ability to adhere to rules and regulations as stated and required by advisor, GraniteArch Wealth Management and FINRA
  • Ability to support and provide guidance for compliance within the advisor’s practice
  • Positive attitude and sincere willingness to constantly learn and grow

 Education and Other Designations …

  • College degree or higher
  • 2+ years of experience working in the insurance, investment or financial planning industry
  • Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance license. Not an immediate requirement.

To apply, please email your resume to Tony Gallo at tony.gallo@granitearchwealth.com.
For questions or to inquire, please call (706) 250-5748

To download job description, please click here: Client Service Manager