Client Service Associate - Wealth Solutions

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LocationAlpharetta, Georgia, United States

TypeOnsite

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Full-timeDescription

About Blue Trust

Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With $59 billion assets under advisement and a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states.* * As of 6/30/2024 and subject to change.

Role Overview

We are seeking a dedicated Client Service Associate with a passion for delivering exceptional client service. This role will report directly to the Client Service Manager and requires a self-starter who is excited to support team members in serving the unique needs of institutional clients and ultra-high-net-worth families. This individual will serve as a first responder for client requests and be able to thrive in a fast-paced, team-oriented environment and have a high attention to detail and strong communication skills.

Key Responsibilities

Client Service: Manages and coordinates client request, including financial transactions, account openings and maintenance, organizes client meetings and responds to client inquiries in a professional manner. Proactively responds to urgent needs and understands the financial planning philosophy and biblical basis upon which Blue Trust serves its client base.
Operations and Compliance Support: Maintains accurate electronic database of prospect and client information in the CRM and DMS systems. Assists the Company’s Compliance Department in monitoring division activities and addressing items of concern.
Administration Oversight: Provides administrative support to the Division and/or team including managing quarterly billing, scheduling client/team meetings, and managing the expense reporting process. Seeks to build efficiencies and effectiveness into administrative and clerical tasks.

Requirements

Client Service Expertise: 3+ years in operations support, office management, client service, investments, administrative support, trust operations, or accounting experience preferred.
Excellent Communication Skills: Strong ability to communicate clearly and concisely both verbally and in writing.
Detail Oriented: Comfortable working with a high level of detail. Organized, with the ability to prioritize and complete multiple time-sensitive tasks.
Technical Skills: Demonstrated excellent computer literacy skills and knowledge of specialized programs. Strong proficiency with Microsoft Office products, specifically Microsoft Excel, Word, and Outlook.
Client-Focused: Keen focus on overall client engagement and exceptional client satisfaction levels. Ability to establish and maintain strong rapport with clients.
Team Player: Thrives in a team environment as well as working independently. Displays and encourages a servant mentality and team mindedness.
Education: Bachelor’s degree required, preferably in Management, Business, Finance, and Accounting or related field.

Why Join Blue Trust?

At Blue Trust, you’ll work with inspiring leaders and become part of a vibrant culture that is focused on impacting the lives of our clients for generations to come. If you’re ready to take on a challenging, rewarding role in a company that values excellence and eternal impact, we’d love to hear from you!

Life at Blue Trust

With nationwide capabilities, Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. With over $8 billion of assets under management and advisement and a network of 13 branch offices, we serve over 8,000 clients* in all 50 states through four distinct divisions and offer services across the wealth spectrum in these key areas:

Financial, retirement, and estate planning 
Investment management and solutions 
Charitable giving strategies
Personal trust and estate settlement services 
Bill paying services 
Family office services 
Business consulting services
Institutional client services

As of 12/31/17 and subject to change.

-- Updates posted prior to July 1, 2017 were released by Ronald Blue & Co., LLC.

Trust and investment management accounts and services offered by Ronald Blue Trust, a division of Thrivent Trust Company, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

Thrive Here & What We Value

Healthy, Productive Work Culture

Highest Compliance Standards

Professional Environment that requires Flexibility and Responsiveness

Equal Opportunity Employer

Blue Trust offers a Career Development Plan (CDP) for career progression from Planner to Advisor