Client Service and Operations Associate

Weaver Capital Management is an independent, planning-led wealth management firm serving high net-worth individuals and families. We are seeking a Client Service & Operations Associate to join our in office team in Suwanee, GA. This role is designed for a professional with approximately 1-3 years of experience who is looking to build a long-term career in client service and operations within a growing financial services firm.

The right candidate is organized, detail oriented, and confident communicating with clients in a professional setting. This position offers meaningful exposure to wealth management operations and the opportunity to grow in responsibility over time.

• Serve as a primary point of contact for client service requests
• Coordinate client meetings, scheduling, preparation, and follow-up
• Assist with onboarding new clients and account setup
• Execute and track workflows within Redtail CRM
• Maintain accurate client records and documentation
• Support operations, compliance documentation, and internal processes
• Provide administrative and office support to advisors and operations staff

• 1-3 years of professional experience in a client facing, administrative, or financial services environment
• Strong organizational skills and attention to detail
• Professional written and verbal communication skills
• Comfort learning and using CRM systems (Redtail experience a plus)
• Ability to manage multiple priorities in a professional environment
• Bachelor's Degree required

This position is intended for someone who wants to grow with the firm. As experience and proficiency develop, there will be opportunities to take on increased responsibility and advance within the organization.

We value team members who are interested in building long term careers within a collaborative and stable firm environment.

• Salary range: $55,000-$70,000
  , depending on experience
• Simple IRA with employer match (up to 3%)