Client Service Associate
Client Service Associate
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Salary Not Disclosed
1 Vacancy
Job Description
Location: Atlanta Georgia
Country: United States
Salary: $45K $60K
Description:
We are seeking a detailoriented and clientfocused Client Service Associate to join our dynamic team. In this role you will play a key part in ensuring an outstanding client experience by supporting financial advisors managing daytoday service operations and helping to build lasting client relationships.
This position is ideal for someone who takes pride in delivering exceptional service is highly organized and thrives in a fastpaced teamoriented environment.
Key Responsibilities
- Serve as the first point of contact for client inquiries providing prompt and accurate support through phone email and inperson interactions
- Assist clients with account setup maintenance and issue resolution to ensure a smooth and professional onboarding process
- Prepare and process client documentation including account forms and investment transactions in collaboration with financial advisors
- Maintain accurate and confidential client records in compliance with regulatory standards
- Coordinate client meetings by managing schedules preparing materials and ensuring timely followup on action items
- Support marketing and outreach initiatives designed to enhance client satisfaction and engagement
- Monitor and report on client feedback and service trends to support continuous improvement efforts
Qualifications
- Bachelors degree in Business Finance Communications or a related field
- 1 to 3 years of experience in a client service or administrative role within the financial services industry
- Strong communication and interpersonal skills with a focus on delivering highquality client experiences
- Excellent attention to detail and strong organizational capabilities
- Proficiency in Microsoft Office Suite and CRM systems
- Ability to manage multiple tasks independently and work effectively within a collaborative team environment
- Knowledge of financial products and services is preferred
What We Offer
- A supportive and teamdriven workplace culture
- Opportunities for professional growth and longterm career development
- Competitive salary and comprehensive benefits package
- The chance to make a meaningful impact on client satisfaction and financial success
If you are passionate about client service and looking for an opportunity to grow within a reputable financial services team we encourage you to apply.
Heads up!
Were on the hunt for top talent on behalf of our awesome client! If this sounds like your kind of gig hit that apply button! Only shortlisted candidates will be contacted and we keep things 100 confidential. Were all about equal opportunities hereeveryones welcome!
Employment Type
Full Time
