Customer Service Associate
The Piedmont Group
Sandy Springs, GA US
Posted ago
The Piedmont Group

 Who do you need to be?

  • A team player with a positive, caring attitude and extraordinary client service orientation
  • An enthusiastic researcher and problem solver with excellent organizational and time management skills
  • A meticulous analyst with capacity for deep focus and an aptitude for making calculations quickly and accurately
  • A person who is genuinely interested in the field of finance and in planning for the future 

Responsibilities

How will you help grow our firm?

  • Generate financial plans, annual review summaries, written reports and other presentation materials to drive forward the client’s priorities
  • Engage in data entry, data analysis and case research, including but not limited to estate planning, insurance, retirement and investment models
  • Assist clients with account aggregation and technical issues
  • Develop and maintain written documentation of all team and client activities pertaining to client’s goals
  • Communicate effectively with the client and other team members to keep up to date on the planning process
  • Participate in client meetings; support advisors as needed 

Qualifications

  •  FINRA Series 6, 63, and 65 or 7 and 66 
  • Demonstrated organizational and time management skills
  • Ability to handle multiple tasks under pressure
  • Facility with MS Office and technology in general
  • Some experience as a financial services professional a plus
  • Experience with eMoney and/or other financial planning software a plus
  • Experience not necessary, but preferred

 

Compensation
$35,000 - $75,000 yearly
About The Piedmont Group

The Piedmont Group is a financial services firm and a general agency of Massachusetts Mutual Life Insurance Company (MassMutual). Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. We set ourselves apart from other firms by focusing on the individual, building a foundation that can allow our clients to take control of their own financial lives. That same foundation can be found in our company culture. Our financial professionals and staff are always working to create an inclusive environment that represents our core values: growth, family, teamwork, and happiness. We are a young and agile firm that is always looking for new ways to amaze our clients and grow our network of talent. We're lifelong learners that take pride in our commitment to training and education, and we work tirelessly to help our team explore their limitless potential.

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