Hybrid Wealth-Management Client Service Associate

Integrated Financial Group; Dunwoody (GA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance allowance

401(k) with match

Professional development opportunities

PTO

Long-term disability insurance

Job summary

Integrated Financial Group is seeking a detail-oriented Client Service Associate to enhance client service and support our operations team. This role involves preparing advisors for client meetings, handling service requests, and ensuring smooth account administration.

The ideal candidate has over 5 years of experience in financial services, possesses excellent communication skills, and is proficient in financial software and CRMs. We offer a collaborative work environment, health insurance allowance, and an annual bonus.

Qualifications

• 5+ years experience in financial services, preferably in a client service role.
• Strong organizational skills with attention to detail.
• Excellent professional communication skills (both written and verbal).

Responsibilities

• Serve as the primary contact for client emails, calls, and service requests.
• Help prepare advisors for client meetings, including follow-up and documentation.
• Assist in maintaining CRM records and client information.

Skills

Client service experience

Organizational skills

Communication skills

Financial software experience

Team-oriented demeanor

Tools

CRM Software

Microsoft Office

Broker/dealer technology platforms

Job description

Integrated Financial Group is seeking a detail-oriented Client Service Associate to enhance client service and support our operations team. This role involves preparing advisors for client meetings, handling service requests, and ensuring smooth account administration.

The ideal candidate has over 5 years of experience in financial services, possesses excellent communication skills, and is proficient in financial software and CRMs. We offer a collaborative work environment, health insurance allowance, and an annual bonus.