Bluerock Wealth Management (Alpharetta, GA) seeking Client Service Specialist

Job Description
Job Title: Client Service Specialist
Reports To: Chief Operating Officer
FLSA Status: Exempt
Department/Division: Operations

Objective: Assist all Bluerock Wealth Management staff in creating a warm, friendly environment which enriches the client experience at Bluerock Wealth Management.

Essential Duties & ResponsibilitiesOther duties may be assigned to meet business needs.
• Assist the COO with new client paperwork, compliance tasks, and other projects
• SalesForce and Black Diamond maintenance. Manage data entry in Salesforce (XLR8) ensuring process automation, and management and firm specific reporting is available and accurate
• Organization and maintenance of client documents and files
• Preparation of new account paperwork for bank and brokerage accounts across the firm’s multiple custodians
• Processing of account maintenance requests (address updates, statement coordination, etc.)
• Maintains cash receipt log; scans and logs checks and provides cash receipts blotter to Chief Compliance Officer
• Run Distribution Reports (IRA and Inherited IRA Distribution, Required Minimum Distribution, etc.)
• Assist with developing and deploying best-practice processes and workflows related to client-facing, client onboarding, and internal tasks in order to integrate existing technology and departments
• Assist Reporting with automation and efficiency of quarterly reporting and billing
• Conference room support and management
• Schedule meetings and appointments
• Perform a variety of clerical duties (copies, scanning, filing, weekly/monthly reports, deposit checks, etc.)
• Covering Front Office when needed. Ensure there is always relief coverage for the front desk for lunch and breaks, covering phones and administrative needs
• Assist with firm event planning; managing invitations, guest lists, and ordering client/firm lunches

• Exceptional interpersonal communication skills
• Customer service driven
• Excellent phone etiquette
• Strong verbal and written communication skills
• Strong organizational skills; must be organized, detail-oriented and able to take initiative
• Ability to work independently on assigned tasks as well as to accept direction on given assignments
• Punctual
• Proficiency in Word, Excel, Outlook

• 2-3 years of relevant experience, preferably in Financial Services

• Base Salary: Experience Based
• Discretionary Bonus
• Vacation/PTO per firm policy
• 401(k) plan
• Benefits package including health and dental

If you are interested please email your resume to Lesley Murray at You can also visit their careers page on the website to apply to the position.