Customer Service Associate

Atlanta, GA - USA

Monthly Salary: USD 80000 - 120000

Experience Required: 4-5years

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Perfect for someone:

*who enjoys helping people

*stays calm under pressure

*detail-oriented professional environment

*go-to person for client inquiries

*will play a key part in delivering service that sets this firm apart.

Requirements

To succeed in this role you should bring:

Excellent communication and people skills
Strong attention to detail and follow-through
A background in client servicefinancial services experience is a plus
Comfort with CRM tools scheduling systems and common office software
A calm professional demeanor and a natural problem-solver mindset

Benefits

Competitive base pay
Health dental and vision insurance
Paid time off and holidays
A collaborative stable work environment with room for growth

If youre dependable client-focused and ready to join a strong team in the financial advisory space Id love to connect with you.

Required Skills:

Comfortable Communicating with High Net-Worth Clients Works Well in a Collaborative Team Environment Desires to Manage Client Relationships Detail-Oriented Shows Initiative to Grow as a Professional Experience and Education 3 - 5 years of Experience in the Industry and working towards their CFP Strong Organization skills and proficiency with MSOffice 365 (Excel Word Outlook PowerPoint) Bachelors degree in Finance Accounting or related Business degree

Im looking for a Customer Service Associate to join a client-focused Atlanta-based UHNW Registered Investment Advisor (RIA) firm that prides itself on high-touch service and long-term client relationships. Perfect for someone:*who enjoys helping people*stays calm under pressure*detail-oriented profe...