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Focus Financial PartnersClient & Advisor Experience

Client Service Associate

Macononsitejunior$60K – $79K

via Greenhouse

About this role

Patton Albertson Miller Group LLC is a fee-only wealth management firm. Our most important core value is always putting our client’s interest first. We offer full benefits including a 401k plan match and are a family-like atmosphere. We have an opportunity in our Macon, Georgia office for a full-time Client Services Administrator. Patton Albertson Miller Group LLC is seeking a Client Services Administrator to join our team in Macon, Georgia. This position provides an opportunity to work closely with clients and advisors while supporting the day-to-day delivery of a high level of client service.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: monday, teams, salesforce

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Macon. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

mondayteamssalesforce

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