Client Services Specialist — Wealth Advisory

HHM CPAs; Chattanooga (TN); On-site; USD 40,000 - 60,000; Full time

Job summary

HHM Wealth Advisors in Chattanooga seeks a Client Service Associate to support the Client Service Team. The role focuses on delivering superior client service, supporting partners and staff, and maintaining client information onsite in Chattanooga, TN.

Responsibilities include processing trades, coordinating client reviews, CRM maintenance, onboarding new clients and handling documentation with accuracy and timeliness.

Qualifications

• Client-focused attitude and ability to deliver quality service.
• Ability to collaborate in a small company environment.
• Proficiency with Word, Excel and Outlook.
• Willingness to learn new tasks and software.
• Excellent written and verbal communication skills.
• Strong organizational and detail orientation.
• Ability to multitask and prioritize activities.
• Strong analytical and financial skills.

Responsibilities

• Accurately execute trades and verify trades daily.
• Complete trade corrections quickly and efficiently.
• Schedule client review meetings and prepare portfolio review documentation.
• Maintain CRM with review schedules and updates.
• Manage client requests efficiently.
• Onboard new clients and maintain client files.
• Process client documentation and account setup.

Skills

Client-first attitude

Team player

Multitask & prioritize

Analytical

Organized/detail-oriented

Communication

Willingness to learn

Tools

Word

Excel

Outlook

Job description

HHM Wealth Advisors in Chattanooga seeks a Client Service Associate to support the Client Service Team. The role focuses on delivering superior client service, supporting partners and staff, and maintaining client information onsite in Chattanooga, TN.

Responsibilities include processing trades, coordinating client reviews, CRM maintenance, onboarding new clients and handling documentation with accuracy and timeliness.