Job Description

Innovative Outsourcing is excited to partner with their client, a well established, Christ-forward, wealth management firm in the Johns Creek/Suwanee area that is looking to hire a Client Services Representative to help with advisor support and office operations.

Position Overview

This professional role supports the Operations Manager and Wealth Advisors. Responsibilities combine administrative support, client services, front desk/reception, scheduling, assistance with marketing/event coordination, operations support.
The ideal candidate is highly organized, technology‑savvy, a strong communicator, able to multitask, and comfortable working in a fast‑paced, client‑centric environment.

Primary functions include preparing client paperwork, managing schedules, supporting advisors, greeting clients, and coordinating communication. Secondary duties include maintaining office readiness and assisting with events and social media.

Job Responsibilities

1. Client Services & Reception Support

• Greet visitors in person and via phone; direct inquiries appropriately.
• Maintain clean and welcoming reception and meeting areas (drinks, snacks, supplies, diffuser, Keurig inventory, etc.).
• Prepare meeting rooms.
• Manage inbound calls, screen, direct, and relay messages promptly.
• Handle mail posting, sorting, and delivery.
• Assist with face‑to‑face client inquiries and hospitality.

2. Advisor & Operations Support

• Prepare and process new client account paperwork.
• Problem‑solve open client tasks.
• Relay information between advisors and clients as needed.
• Respond to client needs when advisors or Operations Manager are unavailable.
• Scan, upload, and manage digital documents.
• Assist with administrative projects and Back Office tasks.

3. Scheduling & Calendar Coordination

• Schedule appointments for clients and advisors.
• Add recurring annual meetings, tasks, and events to Salesforce.

5. Marketing & Event Coordination

• Post on company LinkedIn and Facebook pages.
• Coordinate on quarterly/timely newsletters and maintain Mailchimp database.

6. Administrative Duties

• Prepare letters, invoices, engagement agreements, reports, and documents as requested.

Skills & Qualifications

• Excellent interpersonal and communication skills; strong customer service orientation.
• Analytical, detail‑oriented, and strong problem‑solving abilities.
• Proficient at MS Office and other computer programs
• Tech‑savvy and able to quickly learn new software.
• Highly organized, able to multitask, and comfortable working under pressure.
• Team-oriented but able to work independently.
• Financial industry experience preferred but not required.
• SEC‑required background check and fingerprinting.