Client Service Associate

The Quest Organization; Atlanta (GA); On-site; USD 52,000 - 76,000; Full time

Job summary

The Quest Organization in Atlanta is seeking a detail-oriented Client Services Associate to support wealth management advisors and ensure a seamless client experience. You will handle onboarding, account maintenance, and service inquiries while building strong client relationships.

Ideal candidates hold a Bachelor's in Finance, Business, Economics, or a related field and possess excellent communication, organization, and Microsoft Office skills.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field preferred.
• Experience in client service, operations, or relationship management within financial services, wealth management, asset management, or a related industry.
• Strong communication and interpersonal skills with a client-first mindset.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office, including Excel and PowerPoint.
• Prior experience supporting advisors or investment operations is a plus.

Responsibilities

• Serve as a primary point of contact for client service inquiries (non-investment related).
• Support client onboarding, account opening, maintenance, and documentation.
• Process client-directed money movement requests and account transactions.
• Prepare client reports, presentations, and service materials.
• Partner with advisors and internal teams to resolve client requests efficiently.
• Assist clients with digital platform enrollment and ongoing support.
• Maintain accurate client records and ensure data integrity.
• Contribute to operational initiatives, process improvements, and special projects.

Skills

Communication skills

Interpersonal skills

Organizational skills

Multitasking

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Job description

Client Services Associate

Join a growing private investment and wealth management firm focused on delivering exceptional client service and operational excellence. This role is ideal for a detail-oriented professional who enjoys building client relationships, supporting advisors, and ensuring a seamless client experience.

Responsibilities

• Serve as a primary point of contact for client service inquiries (non-investment related).
• Support client onboarding, account opening, maintenance, and documentation.
• Process client-directed money movement requests and account transactions.
• Prepare client reports, presentations, and service materials.
• Partner with advisors and internal teams to resolve client requests efficiently.
• Assist clients with digital platform enrollment and ongoing support.
• Maintain accurate client records and ensure data integrity.
• Contribute to operational initiatives, process improvements, and special projects.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field preferred.
• Experience in client service, operations, or relationship management within financial services, wealth management, asset management, or a related industry.
• Strong communication and interpersonal skills with a client-first mindset.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office, including Excel and PowerPoint.
• Comfortable working with financial data, reports, and documentation.
• Prior experience supporting advisors or investment operations is a plus.