Senior Client Service Associate – Wealth Management

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

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.