Client Service Associate at Focus Financial Partners

About The Role

&lt;p&gt;&lt;span style=&quot;font-size: 12pt;&quot; data-olk-copy-source=&quot;MessageBody&quot;&gt;Patton Albertson Miller Group LLC is a fee-only wealth management firm. Our most important core value is always putting our client’s interest first. We offer full benefits including a 401k plan match and are a family-like atmosphere. We have an opportunity in our Macon, Georgia office for a full-time Client Services Administrator.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Patton Albertson Miller Group LLC is seeking a Client Services Administrator to join our team in Macon, Georgia. This position provides an opportunity to work closely with clients and advisors while supporting the day-to-day delivery of a high level of client service.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;The Client Services Administrator will play an important role in supporting and strengthening client relationships by assisting with client requests, preparing for meetings, coordinating with custodians and other professional partners, and helping ensure account-related needs are handled accurately and efficiently. This individual will also have the opportunity to gain broad exposure to the firm’s wealth management operations, systems, and client service processes.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;This position is Monday through Friday, 8:30 a.m.- 5:00p.m. on site.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;&lt;strong&gt;Primary Responsibilities:&lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Build and maintain positive client relationships.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Schedule and prepare for client meetings and reviews.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Assist clients with requests including deposits, withdrawals, documentation, and other account-related needs.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Serve as a liaison between clients, custodians, advisors, operations teams, estate planning attorneys, CPAs, and TPAs.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Prepare, process, and track client engagement, account, and investment paperwork.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Maintain a high level of accuracy and attention to detail.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Research and resolve client inquiries and account-related issues.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Provide phone and reception desk coverage as needed.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Adhere to applicable regulatory and compliance standards.&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;&lt;strong&gt;Qualifications:&lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;5+ years of relevant experience&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Associate degree required; bachelor’s degree and knowledge of the RIA, brokerage, or financial planning industry preferred.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Service-oriented professional who is comfortable meeting, greeting, and communicating with clients and other professionals.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Excellent written and verbal communication skills with a high level of professionalism, confidentiality, discretion, and sound judgment.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Strong organizational and project coordination skills with the ability to prioritize multiple assignments while providing a high level of client service.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Strong problem-solving skills with the ability to work independently and recognize when guidance or assistance is needed.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Strong attention to detail, follow-through, and initiative.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Proficiency in Microsoft Excel, Word, and PowerPoint required.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Experience with Salesforce, Orion, Fidelity, and/or Schwab is a plus.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Ability to quickly learn and adapt to new technology, systems, and software.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;
&lt;div&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Collaborative and energetic team player willing to support the team wherever needed.&lt;/span&gt;&lt;/div&gt;
&lt;/li&gt;
&lt;/ul&gt;
&lt;div&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;This position is an exempt position. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.&lt;/span&gt;&lt;/div&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;#LI-CB1&lt;/span&gt;&lt;br&gt;&lt;br&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Patton Albertson Miller Group LLC is part of the Focus Financial Partners’ network firm community. As part of the partnership, Patton Albertson Miller Group LLC remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;div class=&quot;content-conclusion&quot;&gt;&lt;p&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;&lt;strong&gt;About Focus Financial Partners&lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit&amp;nbsp;&lt;a href=&quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO&quot;&gt;www.focusfinancialpartners.com&lt;/a&gt;&amp;nbsp;or follow the company on&amp;nbsp;&lt;a href=&quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO&quot;&gt;LinkedIn&lt;/a&gt;.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact &lt;a href=&quot;mailto:[email hidden]&quot;&gt;[email hidden]&lt;/a&gt;.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 8pt;&quot;&gt;&lt;strong&gt;&lt;em&gt;The following language is for US based roles only&lt;/em&gt;&lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 8pt;&quot;&gt;&lt;strong&gt;For California Applicants:&amp;nbsp;&lt;/strong&gt;&lt;span data-teams=&quot;true&quot;&gt;Information on your California privacy rights can be found&lt;/span&gt;&lt;strong&gt;&lt;span data-teams=&quot;true&quot;&gt; &lt;a id=&quot;menur4dt&quot; class=&quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn&quot; href=&quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249&quot; target=&quot;_blank&quot;&gt;here&lt;/a&gt;&lt;/span&gt;&lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 8pt;&quot;&gt;&lt;strong&gt;For Indiana Applicants: &lt;/strong&gt;It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 8pt;&quot;&gt;&lt;strong&gt;For Maryland Applicants: &lt;/strong&gt;I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.&amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 8pt;&quot;&gt;&lt;strong&gt;For Massachusetts Applicants:&lt;/strong&gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.&amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 8pt;&quot;&gt;&lt;strong&gt;For Montana Applicants: &lt;/strong&gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.&lt;strong&gt; &lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-size: 8pt;&quot;&gt;&lt;strong&gt;For Rhode Island Applicants:&lt;/strong&gt; Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.&amp;nbsp; The Company complies fully with the Americans with Disabilities Act.&lt;/span&gt;&lt;/p&gt;&lt;/div&gt;