CAREERS
Client Service Associate
Atlanta, Georgia
About Elwood & Goetz
Elwood & Goetz is a unique, fast-growing, fee-only, independent financial planning firm with office buildings in Athens and Atlanta, Georgia. We also have satellite offices in Charleston, South Carolina and Naples, Florida. As legal fiduciaries to our clients at all times, we provide comprehensive, personalized, and objective wealth management for individuals, families, and businesses. Since 2006, we have been, and continue to be, pioneers in redefining financial planning and wealth management as a helping profession.
Recognized as having one of the most educated and credentialed advisory teams in the country, we serve more than 600 families across the country (and a few other countries) with a >98% client retention rate.
Elwood & Goetz has been named one of America’s Best Places to Work for Financial Advisers by Investment News for multiple years.
Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and a member of the National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, and XY Planning Network.
Our Mission
As a fee-only financial planning team and fiduciary, our mission is to guide clients to financial fulfillment by finding balance between living their best lives today and reaching their goals for tomorrow.
Our Vision
To be the exemplary financial planning firm in the country renowned for our integrity, sophistication, and generosity.
To achieve our mission and vision, we will:
- Rebuild credibility in the financial services industry and redefine financial planning as an honest, trusted, and transparent profession.
- Identify and eliminate financial stress, confusion, and burden for our clients.
- Share advice and education that is both unbiased and optimal, always rooted in evidence, experience, and the client’s best interest.
- Develop the best team of caring, competent, honest, and effective financial planners committed to our core values, independence, fee-only structure, and client-first approach.
Our Values
Integrity
- Use good judgment and do the right thing.
- Be accountable. Share credit and shoulder responsibility.
- Communicate authentically and transparently.
- Act in good faith — with positive intent and alacrity.
Sophistication
- Foster curiosity.
- Pursue lifelong learning and growth.
- Avoid shortcuts that compromise value. Put in the time and focus on the details.
- Exceed expectations and deliver exceptional experiences.
Generosity
- Treat people with kindness, dignity, and compassion.
- Be passionate about helping our clients, our colleagues, and our communities.
- Build relationships rooted in mutual trust and respect.
- Encourage gratitude and appreciation.
Talent Statement
Our employees are our greatest strength. At Elwood & Goetz, we are committed to an equitable and inclusive culture where every employee feels comfortable bringing their true and authentic selves to work. We greatly value diversity of thought and welcome, celebrate, and seek out diversity of backgrounds, beliefs, and experiences. We know that through our differences, we bring unique perspectives, ideas, and principles that make our team — and our clients — better.
Description & Responsibilities
As a Client Service Associate, you are essential to maintaining our differentiating, high-touch service as you work closely with our financial advisors and clients to provide operational support. This position provides an excellent foundation for moving into an Associate Financial Planner role. Specifically, this position will be responsible for:
Working with our financial planners, wealth advisors, clients, and custodians (i.e. Charles Schwab, Fidelity, etc.) to prepare, process, and track paperwork for new client onboarding, account transfers, and ongoing account maintenance.
Monitoring service requests and alerts with Schwab Advisor Center.
Processing money movement requests and Roth conversions.
Preparing client reports, including portfolio reports, quarterly reports, and billing summaries.
Managing Orion Advisor Technology to monitor new accounts and account transfers, set up client portal access, reconcile manual account transactions, monitor daily cash flows, and update asset classes.
Managing and maintaining transactional data from ByAllAccounts and Pontera software systems.
Reviewing daily trade reports.
Working directly with new and existing clients and facilitating conference calls to roll over client retirement plans and annuity accounts.
Managing special projects (e.g., RMDs, QCDs).
In partnership with leadership, continually evaluating day-to-day activities for process improvement opportunities.
Requirements & Qualifications
- Bachelor’s degree required. Concentration in financial planning, business administration, finance, or accounting preferred.
- Financial services experience preferred.
- Knowledge of finance and investment markets/securities.
- Personal desire to further our mission, vision, and values.
- Uncompromising dedication to our fiduciary oath and ethical standards.
- Conscientious and detail oriented.
- Self-motivated with a positive attitude.
- Outstanding organizational skills.
- Unwavering desire to help others.
- Exceptional communication and interpersonal skills.
This position is based onsite at our Atlanta office in Glenwood Park.
Compensation & Benefits
- Competitive salary commensurate with educational background, professional accomplishments, and overall experience
- Quarterly team-based bonus program
- Health insurance (premiums for employees covered 100% by the firm)
- Long-term disability insurance (premiums for employees covered 100% by the firm)
- Employer-sponsored 401(k) plan with employer match
- Paid time off
- Flex time
- Flexible work schedule
- Early weekend kickoff (4pm closing time on Friday)
- Charitable volunteer time
- Paid parental leave
- Paid sabbatical for every five years
- Professional designation expense reimbursement
- Continuing education allowance for professional designations
