Client Services Associate

We have an opportunity for a detail-oriented, client-focused Client Service Associate (CSA) to join a collaborative wealth management team in Atlanta. This is a non-sales role designed for a professional who thrives on organization, precision, and delivering best-in-class client service within a boutique, high-touch RIA environment.

• Support client meetings through preparation of agendas, reports, and follow-up action items
• Participate in client calls and meetings as a secondary resource, providing documentation and task tracking
• Respond to client requests with accuracy, timeliness, and professionalism
• Assist with account openings, transfers, cashiering, and other custodian-related processes
• Maintain and update client records in CRM systems (Salesforce, Orion, Share File, etc.)
• Collaborate with advisors and investment staff to deliver seamless client experiences
• Ensure compliance with firm policies and industry regulations
• Contribute to a positive, team-oriented office culture

• Bachelor’s degree in Finance, Economics, Business, or related field required
• 1–3 years of financial services or client service experience preferred (RIA or custodian background a plus)
• Excellent organizational skills and strong attention to detail
• Effective communicator with polished verbal, written, and interpersonal skills
• Technically proficient; familiarity with platforms such as Fidelity, Schwab, Orion, eMoney, or Salesforce helpful
• Team-oriented, adaptable, and eager to learn in a fast-paced environment