Client Experience & Wealth Operations Associate

Waverly Advisors, LLC; Atlanta (GA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Comprehensive Health, Dental, and Vision coverage

401(k) retirement plan with match

Twelve paid holidays each year

Extra vacation day during birthday week

Flexible Time Off Policy

Paid sabbatical program after seven years

Job summary

A leading wealth management firm in Atlanta is seeking a Client Service Associate to enhance client relations and ensure exceptional service. The ideal candidate will have at least 2 years of client service experience, ideally within a financial setting. Responsibilities include being the main contact for clients, supporting Wealth Advisors, and managing front desk operations. Additionally, a detail-oriented and proactive approach is vital. The firm offers comprehensive benefits and a supportive work environment.

Qualifications

• At least 2 years of client service experience in an RIA or Broker/Dealer.
• Experience with Schwab, Fidelity, and Pershing preferred.
• Familiarity with portfolio accounting systems and client relationship management software is preferred.

Responsibilities

• Serve as primary point of contact for clients and assist Wealth Advisors.
• Oversee front desk operations and greet clients.
• Provide administrative support including expense reporting.
• Maintain office operations and facilities.
• Process all documents from clients like advisory agreements.

Skills

Detail-oriented

Strong verbal communication

Strong written communication

Organizational skills

Team player

Education

Bachelor’s degree in Finance, Business, or related field

Tools

Microsoft Office

SharePoint

Salesforce

Schwab

Fidelity

Job description

A leading wealth management firm in Atlanta is seeking a Client Service Associate to enhance client relations and ensure exceptional service. The ideal candidate will have at least 2 years of client service experience, ideally within a financial setting. Responsibilities include being the main contact for clients, supporting Wealth Advisors, and managing front desk operations. Additionally, a detail-oriented and proactive approach is vital. The firm offers comprehensive benefits and a supportive work environment.