Client Service Associate

ADP, Inc.; Grand Rapids (MI); On-site; USD 55,000 - 70,000; Full time

Job summary

Automatic Data Processing, Inc. is seeking a Client Service Associate in Atlanta, GA to deliver exceptional client service as part of a dedicated client service team.

The role emphasizes timely, confidential responses and a strong work ethic within an exempt, full-time structure. The position covers account administration, money movement, and ongoing client support, requiring a college degree and 3+ years in financial services operations.

Qualifications

• College degree or equivalent experience in a related field.
• 3+ years of financial services operational experience.
• Proficiency in Microsoft Outlook and Word with excellent Excel skills.
• Excellent written, verbal and interpersonal communication; interact effectively with stakeholders.
• Highly organized and detail-oriented; manage multiple priorities.
• Proven analytical and problem-solving skills with data-driven work.
• Professional demeanor with discretion and confidentiality.
• Ability to work independently and in cross-functional teams.

Responsibilities

• Identifies and prepares required account documentation based on client needs and registration (new account opening, gifting, retitling assets).
• Processes money movement with custodians (wires, journals, ACH transfers, checks, standing instructions, and security transfers) and ensures accurate settlement.
• Performs account maintenance (registration, title changes, beneficiary updates, bank link, standing instruction changes) and resolves issues.
• Processes cash and securities gifting for client requests, coordinates cost basis and transfer details; tracks gifts to completion.
• Contacts outside advisors, custodians and others for assistance.
• Handles administrative tasks, attends required internal meetings and training sessions for technical development.
• Monitors client profitability through TimeTracker entries and attends team/firm meetings.

Skills

Client service

Communication

Excel

Outlook

Word

Analytical skills

Discretion

Cross-functional teamwork

Time management

Education

College degree or equivalent experience

Tools

Microsoft Outlook

Microsoft Word

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Service Associate

Client Service Associate Full Time Atlanta, GA, US

Department:

Client Service

Reports To:

Senior Associate Manager, Client Service

FLSA Status:

Exempt

POSITION SUMMARY

A Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude.

DUTIES & RESPONSIBILITIES

Account Administration

• Identifies and prepares all required account documentation based on review of client needs and registration (may include, but not limited to, new account opening, gifting, retitling assets and investment account administration).
• Processes money movement with custodians, including wires, journals, ACH transfers, checks, standing instructions and security transfers. Verifies instructions and authorizations, submits requests, tracks them to completion and confirms accurate settlement.
• Performs account maintenance with custodians, including registration and title changes, beneficiary and contact updates, bank link and standing instruction changes, and resolution of rejected or pending items.
• Processes cash and securities gifting on behalf of client requests, including gifts to individuals, trusts, charities and donor advised funds. Confirms recipient and account details, prepares and submits gifting paperwork to custodians, coordinates cost basis and transfer details for securities gifts, and tracks each gift to completion.
• Contacts outside advisors, custodians and others for assistance.

Administrative Tasks, Meetings and Training

• Handles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical development.
• Monitors and helps control client profitability through accurate TimeTracker entries.
• Attends team and firm meetings.

QUALIFICATIONS

• College degree in a related field or equivalent experience in a related field
• 3+ years of financial services operational experience required
• Computer proficiency in Microsoft Outlook and Word with excellent computer skills in Excel
• Excellent computer skills with experience in Microsoft Word, Excel and Outlook required
• Excellent written, verbal and interpersonal communication skills; able to interact effectively with internal and external stakeholders.
• Highly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently
• Proven analytical and problem‑solving skills with ability to produce accurate, data‑driven work
• Professional demeanor with an uncompromising respect for discretion and confidential matters
• Able to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion

WORKING CONDITIONS

• Limited travel as business needs necessitate
• Long periods of sitting, utilizing a computer