Client Services Associate

Confidential Jobs; Atlanta (GA); Hybrid; USD 60,000 - 75,000; Full time

Job summary

Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate to support Advisors and manage day-to-day client service needs.

The role requires strong CRM skills (Practifi, Redtail, Salesforce) and a client-first mindset. Senior level responsibilities include complex planning support, asset transfers, and life-event opportunities. This position is on-site with hybrid options and offers competitive compensation.

Qualifications

• 1–5+ years of experience in client service or advisor support within financial services.
• A genuine client-first mindset and strong relationship-building instincts.
• Excellent organizational skills and ability to manage multiple priorities with high attention to detail.
• Proficiency with CRM systems (Practifi, Redtail, Salesforce) and Microsoft Office.
• Experience with Fidelity or Schwab custodial platforms is a plus.
• Bachelor's degree preferred (Business, Finance, Communications, Economics, Psychology, or related).

Responsibilities

• Serve as a primary support partner to Advisors, managing client communications and coordinating day-to-day service needs.
• Maintain accurate, detailed client records in the firm's CRM.
• Collaborate with Operations and internal teams to ensure seamless execution.
• Own meeting preparation end to end: agendas, data gathering, report generation, and follow-up tracking.
• Senior level: assist advanced planning including asset transfers, trust/estate coordination, and alternative investments.
• Senior level: proactively identify client life events to deepen the Advisor relationship.

Skills

Client service

CRM proficiency

Organizational skills

Relationship-building

Office software

Financial services knowledge

Education

Bachelor's degree preferred

Tools

Practifi

Redtail

Salesforce

Fidelity

Schwab custodial platforms

Job description

Client Service Associate / Senior Client Service Associate

**Confidential Search | Atlanta, GA (On-site/Hybrid)**

A boutique, fee-only Registered Investment Advisor (RIA) based in Atlanta is confidentially seeking a Client Service Associate or Senior Client Service Associate to join our growing team. We serve a select group of ultra-high-net-worth families and are known for delivering an exceptionally high-touch client experience. This firm does not publicly advertise open roles, this search is being conducted on a confidential basis on behalf of our client.

About the Opportunity

Our client is an independently operated wealth management firm advising on over $5 billion in client assets. The firm maintains an intentionally low advisor-to-client ratio, allowing teammates to build deep, lasting relationships rather than manage high transaction volume. Growth here has been driven almost entirely by referral and reputation, not marketing, which speaks to the caliber of service the team delivers.

What You'll Do

• - Serve as a primary support partner to one or more Advisors, managing client communications and coordinating day-to-day service needs
• - Maintain accurate, detailed client records in the firm's CRM
• - Collaborate closely with Operations and other internal teams to ensure seamless execution
• - Own meeting preparation end to end: agendas, data gathering, report generation, and follow-up tracking
• - (Senior level) Handle advanced planning support, including complex asset transfers, trust and estate coordination, and alternative investment processing
• - (Senior level) Proactively identify client life events and opportunities to deepen the Advisor relationship

What We're Looking For

• - 1-5+ years of experience in client service or advisor support within financial services (RIA experience a plus, not required)
• - A genuine client-first mindset and strong relationship-building instincts
• - Excellent organizational skills and comfort managing multiple priorities with high attention to detail
• - Proficiency in CRM systems (Practifi, Redtail, Salesforce) and Microsoft Office
• - Experience with Fidelity or Schwab custodial platforms is a plus
• - Bachelor's degree preferred (Business, Finance, Communications, Economics, Psychology, or related)

Why Consider This Role

• - Work directly with a small, tenured team serving a highly sophisticated client base
• - Clear path for growth: this firm invests heavily in developing talent and promoting from within
• - Culture-first environment built on trust, loyalty, care, and doing right by clients and teammates alike
• - Competitive compensation and benefits, commensurate with experience