Wealth Management - Client Service Associate

Wealth Management - Client Service Associate

We are a retirement and financial planning firm based in Atlanta. As a registered investment adviser, we serve high‑net‑worth individuals, families, and institutions. We are looking for an experienced and versatile Client Service Associate to support our advisors, clients, and continued growth. In addition to strong working knowledge of industry software, systems, and processes, you are exceptionally organized, detail‑oriented, and committed to delivering a smooth and confidence‑inspiring experience for every client interaction.

$55,000 – $75,000 per year

• Communicate, process, and follow up with clients on various client service items (e.g., general questions, applications, withdrawal requests, beneficiary changes). Follow through to completion.
• Coordinate with advisors and clients to complete and process new account paperwork, transfers, contributions, and ensure accounts remain in good standing.
• Interface with custodians to complete new account applications and various account maintenance items, process cash and securities transactions, and follow up as needed.
• Assume cashiering functions with custodians, ensuring accurate and efficient transaction processing.
• Update and maintain client status and information within CRM and all internal systems and reports.
• Prepare, organize, coordinate, and maintain all client paperwork.
• Monitor and streamline workflows for client service and business operations tasks.
• Deliver superior client service—troubleshoot problems and serve as liaison between advisors and clients.
• Schedule client meetings, maintain calendars, and coordinate scheduling internally and externally; monitor client meeting frequency.
• Communicate with custodians (e.g., Schwab) and external partners.
• Follow, manage, and monitor task lists, effectively prioritizing time‑sensitive requests or issues.
• Manage mailing lists; oversee creation, maintenance, and segmentation to ensure accurate communication with clients.
• Prepare, package, and ensure timely mailing of letters, packages, and other materials to clients.

• 1+ years’ experience in the financial services industry with a focus on securities and investment operations.
• Familiar with Orion, Eclipse, Schwab, and industry‑specific CRM platforms (preferred).
• Advanced Microsoft Office skills.
• Excellent communication skills and a sense of urgency.
• Can‑do attitude, enthusiastic, and strong aptitude for learning.
• Ability to effectively prioritize workloads and complete tasks within well‑defined guidelines and time constraints.
• Organizational skills and attention to detail are critical given the nature of paperwork and processes.
• Intelligent, analytical thinker capable of drawing on a range of resources to ensure high‑quality outcomes.
• Uncompromising integrity.
• Intellectual curiosity about technology and awareness of current trends.
• Superior initiative and personal accountability.
• Capacity for independence and self‑motivation in a high‑volume environment.
• Strong work ethic, deadline‑focused, and positive attitude.
• Collaborative team player who believes in relentless customer satisfaction.

Associate

Full‑time

Finance