client service assistant

The Piedmont Group

<div>Financial Advisor Assistant 
Location: Dunwoody, GA
Job Type: Full-Time, permanent
Salary: up to $60K, depending on experience
Hybrid: After training ~ 2 days remote, 3 days in the office 
We are seeking a highly organized, detail-oriented Financial Advisor Assistant to support a growing financial advisory practice. This role is critical to delivering a high-quality client experience while helping advisors operate efficiently. The ideal candidate is proactive, dependable, and comfortable managing both administrative and client-facing responsibilities in a fast-paced environment. 
Client Service Relationship Support<ul><li>
Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)</li><li>
Prepare and process new account paperwork and ensure accuracy/compliance</li><li>
Coordinate client meetings, including scheduling, confirmations, and follow-up</li><li>
Assist in onboarding new clients and maintaining client records</li><li>
Handle client inquiries with professionalism and responsiveness</li></ul> 
Advisor Operational Support<ul><li>
Prepare materials for client meetings (reports, presentations, financial plans)</li><li>
Maintain CRM system with accurate and up-to-date client information</li><li>
Track and manage workflow for ongoing client tasks and deadlines</li><li>
Assist with compliance-related documentation and recordkeeping</li><li>
Support marketing efforts such as client communications, event coordination, and outreach</li></ul> 
Administrative Duties<ul><li>
Manage calendars, emails, and general office coordination</li><li>
Organize digital files</li><li>
Liaise with custodians, insurance companies, and other partners</li><li>
Ensure smooth day-to-day office operations</li></ul> 
Key Attributes<ul><li>
High level of professionalism and confidentiality</li><li>
Strong problem-solving mindset</li><li>
Self-starter with the ability to anticipate needs</li><li>
Team-oriented with a client-first attitude</li><li>
Compensation Benefits</li><li>
Competitive salary based on experience</li><li>
Bonus opportunities</li><li>
Health benefits and retirement plan options</li><li>
Paid time off and holidays</li><li>
Opportunities for professional growth and licensing support</li></ul> 

Compensation:
$60,000 
Responsibilities:
Client Service Relationship Support<ul><li>
Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)</li><li>
Prepare and process new account paperwork and ensure accuracy/compliance</li><li>
Coordinate client meetings, including scheduling, confirmations, and follow-up</li><li>
Assist in onboarding new clients and maintaining client records</li><li>
Handle client inquiries with professionalism and responsiveness</li></ul> 
Advisor Operational Support<ul><li>
Prepare materials for client meetings (reports, presentations, financial plans)</li><li>
Maintain CRM system with accurate and up-to-date client information</li><li>
Track and manage workflow for ongoing client tasks and deadlines</li><li>
Assist with compliance-related documentation and recordkeeping</li><li>
Support marketing efforts such as client communications, event coordination, and outreach</li></ul> 
Administrative Duties<ul><li>
Manage calendars, emails, and general office coordination</li><li>
Organize digital files</li><li>
Liaise with custodians, insurance companies, and other partners</li><li>
Ensure smooth day-to-day office operations</li></ul> 

Qualifications:<ul><li>
2+ years of administrative or client service experience (financial services preferred)</li><li>
Strong organizational skills and attention to detail</li><li>
Excellent written and verbal communication skills</li><li>
Proficiency in Microsoft Office (Word, Excel, Outlook)</li><li>
Ability to manage multiple priorities and meet deadlines</li></ul> 
Preferred:<ul><li>
Experience with CRM systems (e.g., Redtail, Salesforce, Wealthbox)</li><li>
Familiarity with financial products (investments, insurance, retirement plans)</li><li>
Securities licenses (Series 6, 7, or 65/66) or willingness to obtain</li><li>
Experience with financial planning software</li></ul> 

About Company 
Why Financial Advisors Choose The Piedmont Group
We Offer Our Advisors:<ul><li>
Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees</li><li>
Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career</li><li>
Aggressive, performance-driven, and bonus-structured compensation</li><li>
Licensure sponsorship/reimbursement</li><li>
Your existing and new business is yours</li><li>
We are a non-captive agency</li><li>
Concierge-level advisor services</li><li>
Innovative tools and technology to scale your practice</li><li>
100+ seasoned advisors that can mentor &amp; assist in business growth</li></ul>
At The Piedmont Group, advisors gain a true strategic partner&mdash;one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.
Independence supported by infrastructure. Growth driven by partnership.</div>

Financial Advisor Assistant

Bessemer Trust

<div>
 The Administrative Assistant role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer&rsquo;s ultra-high net worth clients from our Los Angeles office. The Administrative Assistant will provide seamless administrative support to the Client Advisory and Office Management Team.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Screen incoming communications and route for action and follow-up.
 </li>
 <li>
 Communicate with both internal and external contacts including significant prospect and client relationships.
 </li>
 <li>
 Draft and proof standard correspondence.
 </li>
 <li>
 Establish effective working relationships with colleagues and external contacts. This role may be required to provide flexible support to other Managers as required.
 </li>
 <li>
 Assist with bookkeeping and accounting for various client transactions.
 </li>
 <li>
 Comprehensive organization of meetings and luncheons as needed.
 </li>
 <li>
 Detailed calendar management and coordination of travel arrangements.
 </li>
 <li>
 Prepare and submit expense reports in a timely manner.
 </li>
 <li>
 Welcome and assist guests visiting the office.
 </li>
 <li>
 Provide general support to the Office Manager as needed.
 
 
 </li>
 </ul>
 
 Client Service
 
 
 
 <ul>
 <li>
 Handle routine communication with clients and their advisors via telephone, email, and fax.
 </li>
 <li>
 Document written and verbal client interactions in Salesforce.
 </li>
 <li>
 Prepare charts, spreadsheets, and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
 </li>
 <li>
 File correspondence and other documents in internal databases.
 </li>
 <li>
 Provide general support to the Client Advisory Team as needed.
 
 
 </li>
 </ul>
 
 Account Administration
 
 
 
 <ul>
 <li>
 Collaborate with the Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer.
 </li>
 <li>
 Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.
 </li>
 <li>
 Process client remittances and bill payments
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s Degree Preferred
 </li>
 <li>
 Excellent oral and written communication skills
 </li>
 <li>
 Adaptable and versatile skill set
 </li>
 <li>
 Strong attention to detail
 </li>
 <li>
 Experience with Salesforce is a plus
 </li>
 <li>
 Experience with Microsoft Office Suite (Word, Excel, PowerPoint, outlook) is preferred.
 </li>
 <li>
 Thoughtful interpersonal skills and comfort working within a team
 
 
 </li>
 </ul>
 The base salary range for this position is $70,000.00 - $90,000.00 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.
 
 
 
 About Bessemer Trust
 
 
 
 <ul>
 <li>
 Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management &mdash; disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
 </li>
 <li>
 Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
 </li>
 <li>
 Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer&rsquo;s adherence to putting clients&rsquo; interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
 
 
 </li>
 </ul>
 
 Key Facts
 
 
 
 <ul>
 <li>
 For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
 </li>
 <li>
 Headquartered in New York&rsquo;s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm&rsquo;s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
 </li>
 <li>
 To watch a video about Bessemer Trust&rsquo;s history, click here.
 </li>
 <li>
 To learn more about Bessemer Trust, click here.
 
 
 </li>
 </ul>
 
 About Our Employee Rewards And Benefits
 
 
 
 <ul>
 <li>
 We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
 </li>
 <li>
 Competitive base salary plus discretionary annual bonus for select positions
 </li>
 <li>
 A 401(k) plan with a generous annual profit-sharing contribution
 </li>
 <li>
 Personalized development and career opportunities, including tuition reimbursement support
 </li>
 <li>
 Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
 </li>
 <li>
 Employee assistance (EAP) and wellness programs
 </li>
 <li>
 Hybrid work environment: 60% in office, 40% remote for most positions
 </li>
 <li>
 Paid time off and paid parental leave
 </li>
 <li>
 Employer-paid life insurance and short- and long-term disability coverage
 </li>
 <li>
 Legal services and financial wellness plans at no cost to employees
 
 
 </li>
 </ul>
 
 Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
 
</div>

Administrative Assistant

5 Star Insurance Group, LLC

Description: Administrative AssistantJoin a growing insurance agency in a career-track support role. Professional environment, advanced training, and clear advancement opportunitiesWhat You&rsquo;ll Do<ul><li>Support advisors with enrollments, and client documentation</li><li>Assist advisors with process of licensing &amp; contracting</li><li>New business intake coordination</li><li>Lead Referral Incentive Programs and Customer Appreciation Events</li></ul>What We&rsquo;re Looking For<ul><li>Strong communication and professionalism</li><li>Excellent organization and attention to detail</li><li>Ability to manage multiple priorities</li><li>Reliable and team-oriented work style</li><li>Office, client service, or sales support experience preferred</li></ul>Plus Factors (Not Required)<ul><li>Insurance or financial services experience</li><li>CRM or agency system experience</li><li>Insurance license or willingness to obtain (support available)</li><li>Confident navigating software and internal systems</li></ul>What We Offer<ul><li>Competitive pay + incentives</li><li>Paid training and structured onboarding</li><li>Licensing support</li><li>Clear advancement opportunities</li><li>Stable weekday schedule</li><li>Supportive, professional team environment</li></ul>Apply with your resume and a brief note on why this role is a strong fit for you.Job Type: Full-time or higher Part-timeSalary: $20.00 to $30.00 /hourJob Type: Full-timePay: $20.00 - $30.00 per hourBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible schedule</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Referral program</li><li>Retirement plan</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>Ability to Relocate:<ul><li>Appleton, WI 54913: Relocate before starting work (Required)</li></ul>Work Location: In person

Guggenheim Partners

<div><h1 class="jobSectionHeader">Position Summary</h1>
Guggenheim Investments is seeking an Office Administration &amp; Assistant to join the Client Service team. This person will be supporting two Senior Client Service Executives and will be managing calendars, travel booking, expense processing, phone support, and projects as requested. 
 
This role is based in New York City, full-time.<h1 class="jobSectionHeader">
Responsibilities</h1><h1 class="jobSectionHeader">
Key Responsibilities</h1><ul><li>
Provide administrative support to two Senior Client Service Executives including calendar management, travel booking, expense processing, phone support, and projects as requested</li><li>
Manage and maintain Salesforce contact records, ensuring accuracy and completeness</li><li>
Manage mailing lists and distribution groups across client and internal communications</li><li>
Track and manage specific projects as assigned, ensuring milestones and deadlines are met</li><li>
Save and organize industry reports and client materials to shared drives</li><li>
Complete special projects for the client service support team as needed</li><li>
Take the lead on planning approximately 24 highly bespoke client meetings per quarter, each with very specific and unique requirements</li><li>
Coordinate all logistics for onsite and offsite client service meetings and events, including venue, materials, technology, and participant requirements</li><li>
Manage multiple conference room and guest space calendars, requiring detail-oriented correspondence with meeting organizers and other administrative staff</li><li>
Manage guest registration and related analysis as needed</li><li>
Order, prepare, and clean up catering as necessary for client meetings</li><li>
Provide administrative support to guests during visits</li><li>
Order, track, and confirm receipt of messenger services and other mailings</li></ul><h1 class="jobSectionHeader">
Qualifications</h1>
Required Qualifications<ul><li>
2+ years of administrative or client-facing support experience, preferably in financial services</li><li>
Meticulous attention to detail and strong organizational skills</li><li>
Self-starter with the ability to anticipate needs and take initiative</li><li>
Client-service-oriented personality with a professional and welcoming demeanor</li><li>
Ability to manage multiple priorities and deadlines simultaneously</li><li>
Strong written and verbal communication skills</li><li>
Proficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and Outlook</li></ul>
Preferred Qualifications<ul><li>
Experience supporting senior executives in asset management or financial services</li><li>
Experience planning and coordinating client meetings or events</li><li>
Familiarity with conference and guest space logistics</li></ul><h1 class="jobSectionHeader">
Salary Range</h1>
Annual base salary between<ul><li>$85,000.00</li></ul>
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.</div>
 <div><h3 class="jobSectionHeader">About Guggenheim Investments</h3><div><div><div><div>
We focus relentlessly on delivering results through innovative solutions. We relish opportunities to solve complex problems through exhaustive approaches. As we conduct our business every day, every member of Guggenheim is expected to uphold our uncompromising standards for integrity and excellence and to be personally accountable for their actions and business results.
Our principles entail engaging highly talented people, challenging them to think creatively, and encouraging them to achieve extraordinarily high standards in their fields of expertise. To succeed at Guggenheim, candidates should be a strong fit with our business principles, culture, and value system. We encourage you to review Our Firm page to learn more about how we seek to create value through our diversified businesses. Visit the link below to review our current openings and job descriptions and to apply today.
We offer compelling opportunities for self-starters who take great pride in the quality of their work and seek to exceed expectations. We are looking for people who take ownership, adhere to the highest standards, and think creatively to realize opportunities. 
Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at GuggenheimInvestments.com, and follow us on LinkedIn.</div></div></div></div></div>

Office Administration & Assistant

Florida Swim Company

Overview:Florida Swim Company is a Mobile Aquatics Company who contracts out swim instructors and lifeguards to clients all over the state of Florida. Our office headquarters is located in Tampa, Florida. We are seeking an Assistant Manager with exceptional client service skills and a high degree of professionalism.This is a part-time, seasonal position running from April-September with some work from home days.Job Responsibilities<ul><li>Assisting with onboarding of swim instructors and lifeguards</li><li>Processing swim instructors' invoices</li><li>Light bookkeeping</li><li>Answer and respond to client inquiries and concerns via multi-line phone, email and chat</li><li>Misc admin tasks</li><li>Keeping reception area clean, taking out trash, vacuum/mop floors</li><li>Online marketing, updating website, social media management</li></ul>Qualifications<ul><li>A positive attitude and extraordinary client service skills are a must</li><li>Must possess professional phone and email etiquette</li><li>Ability to work independently, multitask and prioritize</li><li>Organized and manages time efficiently</li><li>Ability to effectively communicate and be a team player</li><li>A background in Aquatics or Childcare (preferred)</li><li>1+ Years Quickbooks experience (preferred)</li></ul>If you are looking for an opportunity to contribute to a dynamic team in a fast-paced environment, please apply with your resume.Pay: $20.00 per hourBenefits:<ul><li>Flexible schedule</li></ul>Work Location: Hybrid remote in Tampa, FL 33626

Assistant Office Manager

Patriot Growth Insurance Services

<div>About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property &amp; casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot&rsquo;s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
Position Overview: We are seeking a detail-oriented Sales Assistant to support our sales and client service teams within the individual health and Medicare space. This role plays a critical part in ensuring accurate application processing, client communication, and policy administration. The ideal candidate is organized, responsive, and thrives in a fast-paced environment supporting both internal teams and external partners.
Work Arrangement: This is a full-time remote position reporting to our office located in Palos, Verdes, CA.
Professional Responsibilities:
<ul><li>Process and manage individual health, Medicare, and life insurance applications, ensuring accuracy, compliance, and timely submission.</li>
<li>Serve as a point of contact for clients, external agents, and carriers, providing updates, resolving issues, and verifying coverage details.</li>
<li>Track application status, confirm policy approvals, and ensure correct effective dates and plan enrollments.</li>
<li>Support billing and policy administration, including premium notifications, renewals, terminations, and database updates.</li>
<li>Assist with claims processing and follow up on billing or coverage-related inquiries.</li>
<li>Collaborate with internal teams and external partners to address product, enrollment, and service-related questions.</li>
<li>Maintain accurate documentation and ensure all daily tasks and service requests are completed within established timelines.</li>
<li>Gather and organize sales materials and resources for Medicare and individual health products.</li>
</ul>
Qualifications and Requirements:
<ul><li>1+ years of experience in a customer service or administrative support role.</li>
<li>High School Diploma or GED required; Bachelor&rsquo;s degree in Business Administration or related field preferred.</li>
<li>Knowledge of health insurance products, including Medicare and Individual &amp; Family Plans (IFP), preferred.</li>
<li>Familiarity with insurance claims processing and life insurance administration preferred.</li>
<li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).</li>
<li>Strong attention to detail with the ability to manage data accurately and maintain organized records.</li>
<li>Excellent communication and interpersonal skills, with a customer-focused mindset.</li>
<li>Ability to prioritize tasks, adapt to changing demands, and work effectively in a team environment.</li>
</ul>
Why us: Patriot offers the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, with a focus on enhanced career opportunities and professional growth.
In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members, and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. Our benefits include:
<ul><li>Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs</li>
<li>Company paid Short-Term Disability, Long-Term Disability and Group Term Life</li>
<li>Company paid Employee Assistance Program</li>
<li>Paid Parental Leave</li>
<li>Paid holidays</li>
<li>Personalized PTO</li>
<li>401(k) with employer match</li>
</ul>
Pay Range: $28.84 - $36.05 per hour depending on experience.
<ul><li>A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.</li></ul>
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&amp;I Policy located on our website at www.patriotgis.com.</div>

Sales Assistant (Remote)

Allegiant Wealth Partners

Job Overview We are seeking a proactive and detail-oriented PART-TIME Financial Advisor Assistant to join our dynamic team. This energetic role offers an exciting opportunity to support financial advisors in delivering exceptional client service and ensuring smooth office operations. The ideal candidate will possess strong organizational skills, excellent communication abilities, and a passion for people and customer support. As a key member of our Mid-South Team, you will help streamline administrative processes, manage client interactions, and contribute to the overall success of our financial advisory services.Duties<ul><li>Provide comprehensive administrative support to financial advisors, including scheduling appointments and managing calendars.</li><li>Handle greeting clients professionally and directing inquiries efficiently.</li><li>Manage multi-line phone systems, answer incoming calls with courteous phone etiquette, and route messages accurately.</li><li>Maintain organized client files through meticulous filing, data entry, and record keeping using digital tools like Microsoft Office and Google Workspace.</li><li>Assist with bookkeeping tasks using proprietary software applications that you will be trained to use.</li><li>Support office management duties such as supply ordering, document proofreading, and ensuring a well-organized workspace.</li><li>Facilitate customer support by addressing client questions promptly and providing exceptional service to enhance client satisfaction.</li></ul>Requirements<ul><li>Proven experience in office management, clerical work, or administrative roles within a professional environment.</li><li>Strong computer literacy with proficiency in Microsoft Office Suite (Word, Excel, Outlook), Google Workspace.</li><li>Excellent organizational skills with the ability to prioritize tasks effectively and manage time efficiently.</li><li>Demonstrated experience with multi-line phone systems, phone etiquette, and customer service excellence.</li><li>Attention to detail in proofreading documents and maintaining accurate data entry records.</li><li>Prior personal assistant or office experience is preferred.</li><li>Strong interpersonal skills combined with professionalism to support clients and team members alike. Join us as a Financial Advisor Assistant where your enthusiasm meets your expertise! Help us deliver outstanding service while growing your career in a vibrant environment dedicated to excellence and client success.</li></ul>Pay: $32,000.00 - $44,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Paid time off</li></ul>Work Location: In person

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