Client Service Associate

Qualifications:

• 5+ years of relevant experience
• Associate degree required; bachelor’s degree and knowledge of the RIA, brokerage, or financial planning industry preferred.
• Service-oriented professional who is comfortable meeting, greeting, and communicating with clients and other professionals.
• Excellent written and verbal communication skills with a high level of professionalism, confidentiality, discretion, and sound judgment.
• Strong organizational and project coordination skills with the ability to prioritize multiple assignments while providing a high level of client service.
• Strong problem-solving skills with the ability to work independently and recognize when guidance or assistance is needed.
• Strong attention to detail, follow-through, and initiative.
• Proficiency in Microsoft Excel, Word, and PowerPoint required.
• Experience with Salesforce, Orion, Fidelity, and/or Schwab is a plus.
• Ability to quickly learn and adapt to new technology, systems, and software.
• Collaborative and energetic team player willing to support the team wherever needed.
• #LI-CB1 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.