Hybrid Operations Coordinator — Client Services

Capital Investment Advisors; Atlanta (GA); Hybrid; USD 40,000 - 48,000; Full time

Job summary

Capital Investment Advisors in Atlanta, GA is seeking an Operations Assistant to join our growing team. The role supports the Client Service Team with a focus on handling client calls, processing account requests, and assisting in quarterly reporting.

A bachelor’s degree and 1–2 years in customer service or operations are preferred, with the ability to work collaboratively and manage deadlines. The position is based in our Atlanta office and offers a hybrid schedule after a successful

Qualifications

• Bachelor’s degree preferred or required for consideration.
• 1–2 years in customer service, operations, or administration or related coursework.
• Strong communication, discretion and ability to manage competing priorities.

Responsibilities

• Answer and route incoming client calls to the appropriate Client Service Associate/Manager or Investment Advisor.
• Monitor inbound client account requests and respond as needed.
• Support quarterly reporting activities for the Client Service Team.
• Participate in Operations Team projects as required.

Skills

Client-first

Discretion

Collaboration

Self-starter

Time management

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Capital Investment Advisors in Atlanta, GA is seeking an Operations Assistant to join our growing team. The role supports the Client Service Team with a focus on handling client calls, processing account requests, and assisting in quarterly reporting.

A bachelor’s degree and 1–2 years in customer service or operations are preferred, with the ability to work collaboratively and manage deadlines. The position is based in our Atlanta office and offers a hybrid schedule after a successful