Operations Assistant: Client Services & Ops (Hybrid)

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 client-focused team. The role supports the Client Service Group, routes calls, monitors requests, and helps with reporting, with a path to a hybrid work schedule after the introductory period.

The ideal candidate has a Bachelor's degree (preferred) and 1–2 years in customer service or operations, strong communication, discretion, and a collaborative mindset.

Qualifications

• Bachelor's degree preferred or equivalent
• 1–2 years of corporate work experience in customer service, operations, or administration or relevant coursework/internship
• Client-first attitude and discretion
• Collaborative, self-starter who can manage competing priorities
• Excellent communication and time management skills
• Proficiency in Word, Excel, PowerPoint, and Outlook
• Commitment to a culture of compliance and company values

Responsibilities

• Answer and route incoming client calls to the appropriate team member
• Monitor inbound client account requests
• Support quarterly reporting
• Participate in Operations Team projects as needed

Skills

Customer service

Time management

Communication

Teamwork

Discretion

Self-motivated

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Capital Investment Advisors in Atlanta, GA, is seeking an Operations Assistant to join our client-focused team. The role supports the Client Service Group, routes calls, monitors requests, and helps with reporting, with a path to a hybrid work schedule after the introductory period.

The ideal candidate has a Bachelor's degree (preferred) and 1–2 years in customer service or operations, strong communication, discretion, and a collaborative mindset.