Investment Advisory Client Service Team Specialist

Well-established Atlanta based SEC
Registered Investment Advisory firm founded more than 15 years ago is looking to hire an Investment Advisory Service Team Specialist to join their family and work with a dedicated team who build unrivaled partnerships with our investment professionals. They currently support over 120 offices across the United States and rapidly growing. They are a multi-custodial firm and clear through all of the major custodial platforms.

Their unique culture puts our investment professionals and their clients at the heart of everything they do.

As an Investment Advisory Specialist
, your focus is to enhance the advisors experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with advisors, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perform administrative duties that support Financial Advisors in their daily business practices (e.g., on-boarding new clients, cashiering, knowledge of appropriate paperwork, etc).

You support and drive firm initiatives and maintain risk awareness and regulatory knowledge. We can offer you an exciting, fast-paced working environment, and the opportunity to play a vital role in our growth.

• Process account service requests and ensure appropriate documentation
• Advise on procedures for collecting appropriate documentation to set up new accounts
• Educate and assist advisors on account services and navigation of our various platform capabilities
• Create a strong working relationship with advisors and their assistants
• Review daily reports and alerts and process accordingly
• Work independently to make decisions regarding analyzing problems and resolution of issues
• Proactively develop self to continuously improve knowledge, skills and credentials and communicate
• development needs to Team Administrator as applicable
• Assist with on-boarding new members to the team and other projects as needed

• 5 – 8 years of experience investment advisory operations and wealth management platforms experience required.
• Proficience in custodial platforms , Microsoft Office Suite and relevant technologies is essential.
• Detail-oriented with excellent written and verbal communication skills.
• Collaberative team player with strong interpersonal skills.