[KIT-list] Client Service Associate (Lafayette, CA)

Tuesday, August 30, 2022

If you are interested in this role, please direct your responses to: eric@concentric-wealth.com

You are welcome to share this with a friend or colleague!


Client Service Associate
Status: Full-time
Start Date: September 2022

We are currently seeking to add another exceptional employee to our East Bay team.

We believe that the ability to deliver exceptional service is based heavily upon attitude. As a result, we seek to hire professionals with a positive attitude and an outstanding track record in client service.

What We Are Offering:
 A rewarding and personally fulfilling career with a work-life balance
 An opportunity to learn, expand responsibilities, develop professionally, and advance in your career path
 A chance to roll up your sleeves and start working with real live clients and collaborate with all members of our professional team on a variety of tasks

What You Will Get to Do:
 Learn, grow and advance
 Build expertise in all aspects of financial planning including investments, income tax, retirement, social security, insurance, and estate planning
 Interact with clients, respond to client questions, troubleshoot problems, and deliver exceptional service
 Schedule and support client meetings, prepare materials and follow up with clients to ensure tasks are completed
 Engage with new clients, onboard new accounts, execute asset transfers and monitor client progress toward their financial goals
 Learn investment software programs
 Participate in the investment portfolio management process from research to implementation

What You Bring to the Job:
The Client Service Associate position typically requires the following qualifications:
 Client first attitude
 Desire to help clients reach their financial goals
 Excellent written and verbal communication skills
 Must be organized, meticulous, and detail-oriented
 Ability to work successfully in a small company environment
 Proficiency in Word, Excel, PowerPoint and Outlook
 Interest in pursuing the CFP designation
 Experience in either customer service or the financial services industry is a plus

Salary and Benefits Package
 Compensation consists of a competitive base salary, plus individual incentive bonus and company incentive bonus
 Full health insurance coverage for employee
 Immediate participation in our 401(k) plan with dollar-for-dollar employer matching up to 4% of compensation
 Paid CFP certification dues and FPA membership
 Financial support for professional certification, continuing education requirements, and conferences
 Concentric appreciates the value of a balanced life

Applications
Qualified applicants should submit a cover letter and their resume to Concentric Wealth Management at Careers@Concentric-Wealth.com.

Concentric Wealth Management is an Equal Opportunity Employer



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[KIT-list] Client Service Associate (Lafayette, CA)

If you are interested in this role, please direct your responses to: eric@concentric-wealth.com

You are welcome to share this with a friend or colleague!


Client Service Associate
Status: Full-time
Start Date: September 2022

We are currently seeking to add another exceptional employee to our East Bay team.

We believe that the ability to deliver exceptional service is based heavily upon attitude. As a result, we seek to hire professionals with a positive attitude and an outstanding track record in client service.

What We Are Offering:
 A rewarding and personally fulfilling career with a work-life balance
 An opportunity to learn, expand responsibilities, develop professionally, and advance in your career path
 A chance to roll up your sleeves and start working with real live clients and collaborate with all members of our professional team on a variety of tasks

What You Will Get to Do:
 Learn, grow and advance
 Build expertise in all aspects of financial planning including investments, income tax, retirement, social security, insurance, and estate planning
 Interact with clients, respond to client questions, troubleshoot problems, and deliver exceptional service
 Schedule and support client meetings, prepare materials and follow up with clients to ensure tasks are completed
 Engage with new clients, onboard new accounts, execute asset transfers and monitor client progress toward their financial goals
 Learn investment software programs
 Participate in the investment portfolio management process from research to implementation

What You Bring to the Job:
The Client Service Associate position typically requires the following qualifications:
 Client first attitude
 Desire to help clients reach their financial goals
 Excellent written and verbal communication skills
 Must be organized, meticulous, and detail-oriented
 Ability to work successfully in a small company environment
 Proficiency in Word, Excel, PowerPoint and Outlook
 Interest in pursuing the CFP designation
 Experience in either customer service or the financial services industry is a plus

Salary and Benefits Package
 Compensation consists of a competitive base salary, plus individual incentive bonus and company incentive bonus
 Full health insurance coverage for employee
 Immediate participation in our 401(k) plan with dollar-for-dollar employer matching up to 4% of compensation
 Paid CFP certification dues and FPA membership
 Financial support for professional certification, continuing education requirements, and conferences
 Concentric appreciates the value of a balanced life

Applications
Qualified applicants should submit a cover letter and their resume to Concentric Wealth Management at Careers@Concentric-Wealth.com.

Concentric Wealth Management is an Equal Opportunity Employer



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[KIT-list] Medical Office Admin Assistant (Forsyth County, GA)

If you are interested in this role, please direct your responses to: gcps1@bellsouth.net

You are welcome to share this with a friend or colleague!

Psychiatric practice seeking Part-Time Office Admin Assistant. Responsibilities will include serving and supporting patients through scheduling, payment collection and processing, patient records management including filing of paper documents, pharmacy calls and Prior Authorizations. The position is 15-20 hours/week. Location will be Alpharetta office initially, and then possibly move to Northeast Forsyth location. Prior medical office experience and references required. Experience with Quickbooks required. The job tasks are not difficult, but there is a huge amount of detail that must be managed rapidly and accurately. Please submit resume with references to gcps1@bellsouth.net, and also leave a voicemail at 678-641-9806.


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[KIT-list] Medical Office Administrative Assistant (Forsyth County, GA)

If you are interested in this role, please direct your responses to: gcps1@bellsouth.net

You are welcome to share this with a friend or colleague!


Psychiatric practice seeking Part-Time Office Admin Assistant. Responsibilities will include serving and supporting patients through scheduling, payment collection and processing, patient records management including filing of paper documents, pharmacy calls and Prior Authorizations. The position is 15-20 hours/week. Location will be Alpharetta office initially, and then possibly move to Northeast Forsyth location. Prior medical office experience and references required.

Experience with Quickbooks required.

The job tasks are not difficult, but there is a huge amount of detail that must be managed rapidly and accurately. Please submit resume with references to gcps1@bellsouth.net, and also leave a voicemail at 678-641-9806.


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