Client Service Associate

San Blas Securities, LLC; Atlanta (GA); On-site; USD 70,000 - 95,000; Full time

Job summary

San Blas Securities, LLC is seeking an experienced Client Service Associate / Financial Planning Associate to join our private wealth management practice in Atlanta. You will work directly with the CEO and lead advisor, coordinating investment activity and building comprehensive financial plans to deliver an exceptional client experience.

The role blends client exposure with hands-on financial planning, requiring you to manage multiple relationships, maintain plans, and collaborate with external

Qualifications

• 3+ years of experience in wealth management or related environment.
• Direct experience working with high-net-worth individuals and families.
• Hands-on financial planning experience, including building/maintaining plans.
• Familiarity with taxable investment accounts, retirement accounts, trusts, and estate planning.
• Experience working with custodians and/or broker-dealer platforms.
• Strong CRM and organizational skills.
• Excellent client communication and relationship-management abilities.
• The ability to juggle multiple client relationships and priorities without dropping the ball.
• Deeper experience owning the financial-planning process.

Responsibilities

• Serve as primary day-to-day contact for high-net-worth clients.
• Build, update, and maintain comprehensive financial plans.
• Prepare cash-flow analyses, retirement projections, household balance sheets, and planning materials.
• Keep client objectives, risk tolerances, liquidity needs, and investment information current.
• Prepare clients and the advisory team for portfolio and financial-planning reviews.
• Coordinate account openings, transfers, distributions, contributions, RMDs, beneficiary changes, and other client requests.
• Work with custodians and broker-dealer platforms to keep accounts moving smoothly.
• Partner with clients' CPAs, attorneys, insurance professionals, and other outside advisors.
• Coordinate with investment consultant on portfolio implementation and changes.
• Track meeting follow-ups and ensure action items are completed.
• Maintain accurate CRM records and client documentation.
• Proactively identify client needs before the client asks.

Skills

Wealth management experience

Client relationship management

Financial planning

CRM proficiency

Tools

CRM software

Job description

If you know the difference between simply servicing a wealth management client and truly owning the client experience, keep reading.

San Blas Securities is looking for an experienced Client Service Associate / Financial Planning Associate to join our growing private wealth management practice. And just to be clear: this is not your traditional back-office CSA role.

We’re looking for someone who enjoys being in the middle of the action: working directly with high-net-worth individuals and families, building and maintaining financial plans, coordinating investment activity, anticipating client needs, and making sure nothing falls through the cracks.

What You'll Do:

You'll work directly with the firm's CEO and lead financial advisor, alongside an external investment consultant and institutional asset-management partners.

On any given day, you could be:

• Serving as a primary day-to-day contact for high-net-worth clients
• Building, updating, and maintaining comprehensive financial plans
• Preparing cash-flow analyses, retirement projections, household balance sheets, and planning materials
• Keeping client objectives, risk tolerances, liquidity needs, and investment information current
• Preparing clients and the advisory team for portfolio and financial-planning reviews
• Coordinating account openings, transfers, distributions, contributions, RMDs, beneficiary changes, and other client requests
• Working with custodians and broker-dealer platforms to keep accounts moving smoothly
• Partnering with clients' CPAs, attorneys, insurance professionals, and other outside advisors
• Coordinating with the firm's investment consultant on portfolio implementation and changes
• Tracking meeting follow-ups and making sure action items don't disappear into the dreaded "I\'ll circle back" abyss
• Maintaining accurate CRM records and client documentation
• Proactively identifying client needs before the client has to ask

In short: you'll help connect the dots between financial planning, investments, and an exceptional client experience.

What We're Looking For:

We're looking for someone who has already spent meaningful time working with sophisticated wealth management clients. Ideally, you bring:

• 3+ years of experience in wealth management, financial planning, private banking, an RIA, broker-dealer, family office, or similar environment
• Direct experience working with high-net-worth individuals and families
• Hands-on financial planning experience, including building or maintaining plans, cash-flow analysis, and retirement projections
• Familiarity with taxable investment accounts, retirement accounts, trusts, and estate-planning concepts
• Experience working with custodians and/or broker-dealer platforms
• Strong CRM and organizational skills
• Excellent client communication and relationship-management abilities
• The ability to juggle multiple client relationships and priorities without dropping the proverbial ball
• Deeper experience owning the financial-planning process

Nice to have:

• Series 7 and Series 66, or equivalent licensing
• CFP® designation or actively pursuing the CFP®

Why This Role Is Different:

If you're looking for a position where you'll spend your career processing paperwork behind the scenes, this probably isn't it.

If you want more client exposure, more involvement in financial planning, more visibility into investment strategy, and a path toward greater ownership of client relationships, now we're talking.

San Blas Securities combines institutional investment models + customized portfolio construction + comprehensive financial planning + high-touch relationship management. As the practice grows, so can your role. The right person will have the opportunity to take on increasing ownership of client relationships and potentially expand into broader advisory responsibilities over time.

If you're ready to move beyond supporting the wealth management relationship and start playing a bigger role in driving it, we'd love to hear from you.

Disclaimer: Responsibilities may evolve as San Blas Securities grows—flexibility is key. This position is part of LinkedIn’s Full-Service Hiring beta program and is open to candidates performing services in the U.S. (excluding AK, HI, NV, SC, and WV). We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.