Customer Service Associate
Listed on 2026-08-05
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Customer Service/HelpDesk
Customer Service Rep
Customer Service Associate
I'm 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, 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 service—financial 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 you're dependable, client-focused, and ready to join a strong team in the financial advisory space, I'd love to connect with you.
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