Client Service Associate, Financial Planning

A financial planning firm located in Atlanta is seeking an experienced Client Service Associate to provide superior service to clients and support to advisors. The role requires a minimum of 1 year of experience in the financial services sector, excellent communication skills, and proficiency with industry tools like Orion, Eclipse, and Schwab. Responsibilities include managing client inquiries, coordinating account paperwork, and maintaining client information.

A strong attention to detail and organizational skills are essential to ensure a smooth client experience.
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