Client Service Associate - Wealth Management (Entry Level)

Fidelis Private Wealth Partners; Peachtree Corners (GA); On-site; USD 42,000 - 56,000; Full time

Job summary

A boutique wealth management firm seeks a Client Service Associate to enhance client relationships and deliver exceptional service. This entry-level role involves coordinating with clients, preparing meeting materials, and fostering a positive team environment. Ideal candidates will demonstrate strong communication, problem-solving skills, and a keen attention to detail. A Life & Health insurance license is required within 90 days of employment, along with a clean compliance record. This full-time position offers a clear pathway for career development within the finance sector.

Qualifications

• Life & Health insurance license must be obtained within 90 days.
• Proven clean compliance record is required.

Responsibilities

• Cultivate a positive team and client environment.
• Communicate proactively with clients during implementation.
• Prepare and coordinate weekly team meetings.
• Manage technology use across all systems.
• Maintain accurate client correspondence and records.

Skills

Communication skills

Problem-solving abilities

Teamwork skills

Attention to detail

Customer focus

Job description

A boutique wealth management firm seeks a Client Service Associate to enhance client relationships and deliver exceptional service. This entry-level role involves coordinating with clients, preparing meeting materials, and fostering a positive team environment. Ideal candidates will demonstrate strong communication, problem-solving skills, and a keen attention to detail. A Life & Health insurance license is required within 90 days of employment, along with a clean compliance record. This full-time position offers a clear pathway for career development within the finance sector.