Senior Client Service Associate

OpenArc Corporate Advisory; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Performance incentives

Modern office environment

Job summary

A leading financial services firm in Atlanta is seeking a Senior Client Service Associate to provide exceptional service to ultra-high-net-worth clients. This role involves onboarding new clients, processing account requests, and supporting advisors. The ideal candidate will have over 5 years of experience in client service within financial services, strong organizational skills, and proficiency with Microsoft Office and CRM systems. A culture of collaboration and trust is emphasized, along with competitive compensation and performance incentives.

Qualifications

• Experienced in client service within financial services or brokerage.
• Relevant financial certifications are preferred.

Responsibilities

• Serve as the primary point of contact for client inquiries.
• Coordinate new client onboarding and ensure compliance.
• Process account maintenance requests accurately.
• Support advisors in preparation for client meetings.
• Maintain CRM records with precision.
• Monitor custodial platforms for required follow-ups.
• Assist in client communication initiatives.
• Ensure secure handling of sensitive information.

Skills

Superior verbal and written communication skills

Interpersonal and client service skills

Organizational skills

Problem-solving abilities

Wealth management understanding

Proficiency with Microsoft Office Suite

Education

5+ years of client service experience in financial services

Tools

CRM systems

Custodial platforms (e.g., Schwab, Fidelity, Pershing)

Job description

The Senior Client Service Associate (CSA) will support advisors and clients by providing exceptional service, operational excellence, and efficient administrative handling of all account-related needs. This role serves as a primary point of contact for UHNW client requests, onboarding, and ongoing account maintenance within a fast-paced, high-growth Registered Investment Advisor (RIA).

Location

This position is based in Atlanta, GA. Due to the demands of the role, this is an in-office position.

Supervisory Responsibilities

None.

Duties/Responsibilities

• Serves as a first point of contact for client inquiries, requests, and service needs; ensures timely, accurate, and professional responses.
• Coordinates all aspects of new client onboarding, including gathering documentation, preparing paperwork, obtaining signatures, and ensuring account setup accuracy.
• Processes account maintenance requests such as money movements, beneficiary updates, transfers, and account changes in accordance with firm and custodian procedures.
• Supports advisors in meeting preparation by assembling reports, statements, and other required materials.
• Maintains CRM records, workflows, and service notes with precision and adherence to compliance standards.
• Monitors custodial platforms for alerts, outstanding items, and required follow-ups.
• Works closely with operations, compliance, and silo teammates to ensure smooth client experiences from onboarding through ongoing service.
• Assists in client communication initiatives, including mailings, notifications, and scheduling.
• Ensures client documents and sensitive information are handled securely and in accordance with regulatory standards.
• Performs other related duties, as required.

Required Skills/Abilities

• Superior verbal and written communication skills.
• Superior interpersonal and client service skills, with a commitment to white-glove service.
• Excellent organizational skills and attention to detail.
• Strong problem-solving abilities with a proactive, solutions-driven mindset.
• Strong understanding of wealth management, investment accounts, and financial industry operations preferred.
• Proficiency with Microsoft Office Suite; experience with CRM systems and custodial platforms (e.g., Schwab, Fidelity, Pershing) a plus.

Education and Experience

• 5+ years of client service experience in financial services, an RIA, wirehouse, or brokerage environment, preferred.
• Relevant financial certifications are a plus.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Your Career at OpenArc

At OpenArc, we believe financial advice should be personal, transparent, and empowering. Our advisors are supported by a collaborative team, open-architecture platform, and a leadership group with decades of experience in private wealth, executive services, and institutional consulting.

We provide the resources of a large, modern RIA with the independence to deliver what’s best for each client. Expect a culture built on trust, service, and shared success — where your growth is directly connected to the impact you make.

Highlights include

• Competitive compensation and performance incentives
• Modern office environment in the Peachtree Road corridor of Atlanta
• Opportunities to work with high-net-worth clients and institutional partners
• A culture defined by collaboration, respect, and integrity

Equal Opportunity Statement

OpenArc is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other status protected under applicable law.