Administrative Assistant
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Job Location:
Atlanta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Client Service Associate Wealth Management
Atlanta GAFull-TimeIn-office
Join a boutique client focused wealth management firm in Atlanta where the client comes first and the team makes a meaningful impact.
About the Role:
Client is seeking a Client Service Associate who thrives on 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:
What You Bring:
Atlanta GAFull-TimeIn-office
Join a boutique client focused wealth management firm in Atlanta where the client comes first and the team makes a meaningful impact.
About the Role:
Client is seeking a Client Service Associate who thrives on 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:
- Schedule client appointments.
- Prepare client reviews for client meetings.
- Retrieve or create detailed reports utilizing systems.
- Process required broker-dealer paperwork for new accounts beneficiary records transfers etc.
- Record detailed notes of all client interactions and meetings in the CRM database.
- Compose correspondence to clients.
- Scan and index all documentation for the office.
- Adhere to all industry regulations and stay abreast of updates and changes.
- Perform administrative duties as needed (greeting clients and/or answering phones).
- Plan and attend periodic client functions.
- Other duties as required.
What You Bring:
- Professionalism a client-first mindset and exceptional interpersonal skills.
- High attention to detail and strong organizational ability.
- Proficiency with Microsoft Office and financial-related software.
- Experience with 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 valued.
Key Skills
- Generator
- Accomodation
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About Company
Human Resources, HR, recruiting, benefits administration, HRIS analysis, compliance, organizational development, training
