Skip to content

This website uses cookies to provide features and services. By using the site you agree to the use of cookies.Cookie policy.  Close
JobServe
 

Alpharetta, Georgia Full Time Posted: Saturday, 9 November 2019
 
 

Main Street Financial Group is a financial planning and investment firm. Our mission is to promote financial planning through the education of our clients, enabling them to achieve the clarity needed to make informed decisions and reach their financial goals.

We seek a Client Operations Manager to play a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties, the Client Operations Manager helps keep the office running smoothly and ensures all client paperwork and processing is handled in a timely, accurate, and professional manner.

Responsibilities & Activities

Assist team by gathering all documents and forms needed for weekly client meetings

Create folder for each client a week prior to their meeting

Go to assigned financial websites and download client statements and other necessary information

Create meeting agendas to include historical information gathered by researching in our CRM, reading past notes, agendas and documents.

You will have 10-15 meetings to prepare for each week

Assist in preparing paperwork for onboarding new clients

Scan, process and file client paperwork; Assist with client password resets

Contact clients as needed for additional and missing information

Process new accounts, account transfers, new contributions and redemptions

Update CRM, noting findings and new information

Handle miscellaneous operational activities and other duties as assigned

Develop and maintain written systems of all activities

Requirements

BA/BS degree in finance-related field from an accredited institution

Previous securities industry experience

Excellent organizational and time management skills

Great attitude and strong client service orientation

Low/no drama personality with Laser focus on getting the details right

Able to handle multiple tasks within tight time frames

Proficiency with Microsoft Office Suite

Strong verbal, written, presentation, research and interpersonal communication skills

Nice To Have

FINRA Series 7, 63, (and 65 if needed for your Registered Investment Advisor)

We offer a great working environment in a beautiful and professional office location. Our benefits include health insurance and 401K matching with access to disability, dental and vision insurance. Our culture is fast-paced and focused on improving our client's lives. Please visit our website for more info.

If you're interested in this opportunity, please send your resume and cover letter to Virginia Martin at . Given the high demand for this position, we're only able to contact the most qualified candidates.



Alpharetta, Georgia, United States of America
Finance
Main Street Financial Group
Main Street Financial Group
JS7484_1562739249/792386813
11/9/2019 12:06:36 PM

We strongly recommend that you should never provide your bank account details to an advertiser during the job application process. Should you receive a request of this nature please contact support giving the advertiser's name and job reference.