layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Client Service Associate
Network Firms
Macon, GA
Source: Network Firms careers · View original posting
Employer job description
From Network Firms's posting. “We” and “our” refer to the employer.
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.
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.
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.
This position is Monday through Friday, 8:30 a.m.- 5:00p.m. on site.