Client Service Associate, Financial Planning

TalentLink Solutions; Atlanta (GA); On-site; USD 50,000 - 65,000; Full time

Job summary

A financial planning firm located in Atlanta is seeking an experienced Client Service Associate to provide superior service to clients and support to advisors. The role requires a minimum of 1 year of experience in the financial services sector, excellent communication skills, and proficiency with industry tools like Orion, Eclipse, and Schwab. Responsibilities include managing client inquiries, coordinating account paperwork, and maintaining client information. A strong attention to detail and organizational skills are essential to ensure a smooth client experience.

Qualifications

• 1+ years’ experience in the financial services industry with a focus on securities and investment operations.
• Proficiency with Orion, Eclipse, and Schwab preferred.
• Strong attention to detail is critical due to nature of paperwork and processes.

Responsibilities

• Communicate and follow up with clients on service items and requests.
• Coordinate with advisors to complete and process new account paperwork.
• Update and maintain client status and information within CRM.

Skills

1+ years’ experience in financial services

Advanced Microsoft Office skills

Excellent communication skills

Organizational skills

Tools

Orion

Eclipse

Schwab

Job description

A financial planning firm located in Atlanta is seeking an experienced Client Service Associate to provide superior service to clients and support to advisors. The role requires a minimum of 1 year of experience in the financial services sector, excellent communication skills, and proficiency with industry tools like Orion, Eclipse, and Schwab. Responsibilities include managing client inquiries, coordinating account paperwork, and maintaining client information. A strong attention to detail and organizational skills are essential to ensure a smooth client experience.