Client Service Associate
Client Service Associate
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$ 45000 - 60000
1 Vacancy
Job Description
Location: Atlanta Georgia
Country: United States
Salary: $45K - $60K
Start Date:
Description:
Full-Time Hybrid Possible
We are a retirement and financial planning firm headquartered in Atlanta serving high-net-worth individuals families and institutions as a registered investment adviser. To support our advisors clients and ongoing growth were seeking a highly capable and adaptable Client Service Associate.
This role requires more than just administrative supportyou will be the backbone of our client experience. From onboarding and paperwork to meeting preparation and ongoing service you bring precision speed and a client-first mindset to everything you do. You are tech-savvy detail-oriented and committed to excellence with every interaction.
Key Responsibilities
- Serve as a primary point of contact for client service requests: account applications withdrawals beneficiary updates and other inquiriesensuring follow-through to completion.
- Collaborate with advisors and clients to process new account paperwork transfers and contributions maintaining accuracy and compliance at all times.
- Liaise with custodians (primarily Schwab) to manage account setup maintenance and financial transactions.
- Perform cashiering duties with high accuracy and efficiency.
- Maintain up-to-date client information across internal CRM systems and reports.
- Prepare organize and manage client documentation and meeting materials.
- Continuously improve workflows for operational and client service processes.
- Schedule and coordinate internal and external client meetings; monitor follow-up and frequency.
- Manage mailing list segmentation and coordinate the delivery of all client communications and materials.
- Proactively identify process improvements and support firm-wide initiatives.
Qualifications
- Bachelors degree preferred.
- Minimum of 1 year of experience in financial services with a focus on investment operations or securities.
- Familiarity with Orion Eclipse Schwab systems and CRM platforms (strongly preferred).
- Advanced proficiency in Microsoft Office Suite (Word Excel Outlook).
- Strong understanding of account types (e.g. trust IRA vs. Roth qualified vs. non-qualified) and related processes.
- Outstanding verbal and written communication skills.
- Demonstrated ability to prioritize and execute tasks under tight deadlines.
- Highly organized with a sharp eye for detail.
- Intellectually curious and motivated to adopt new tools and improve systems.
- Integrity accountability and a team-oriented mindset.
- Positive attitude and willingness to go the extra mile for colleagues and clients.
This role is ideal for someone who thrives in a fast-paced environment takes ownership of their work and finds satisfaction in delivering a seamless and supportive client experience. If youre passionate about providing top-tier service and being an integral part of a growing advisory team wed love to hear from you.
Employment Type
Full Time
