Client Service Associate
Client Service Associate
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Atlanta GA Full-Time Hybrid (Upon Successfully Completing Training)
Are you organized personable and ready to make a difference in clients financial journeys Join a boutique client-focused wealth management firm in Atlanta where relationships matter and your work makes a meaningful impact.
About the Role:
Client is seeking a Client Service Associate who thrives on building trust delivering exceptional service and creating operational excellence behind the scenes. This role is ideal for someone who enjoys wearing many hatsfrom client onboarding to managing office logisticswhile supporting the financial advising team and providing a stellar client experience.
Key Responsibilities:
- Serve as a warm and professional first point of contact for client inquiries and phone calls
- Build and maintain trusted relationships with clients
- Schedule meetings manage confirmations and keep client records current
- Coordinate and manage new client onboarding
- Provide support for client technology needs and troubleshoot issues as needed
- Maintain documentation related to client accounts and financial reporting
- Create detailed financial and statistical reports using Excel
- Process incoming mail and checks in a secure accurate manner
- Track and document activity within Redtail CRM
- Organize and scan client files ensuring accuracy and confidentiality
- Maintain procedural documentation and ensure easy access to research tools used by advisors
- Support day-to-day office operations: phones tech inventory supplies security credit cards parking and travel logistics
- Lead onboarding and training for new team members
- Take on special projects and assist with other responsibilities as needed
- A client-first mindset and exceptional interpersonal skills
- High attention to detail and strong organizational ability
- Proficiency with Microsoft Office and general office technologies
- Experience with Redtail CRM (or willingness to learn)
- Ability to manage multiple priorities in a fast-paced environment
- Prior experience in financial services operations or client service preferred
- Be part of a small collaborative team that values trust excellence and long-term relationships
- Opportunity to work closely with experienced advisors and grow your career in wealth management
- Enjoy a dynamic and supportive office culture where your contributions are truly valued
Required Experience:
IC
Employment Type
Full Time
