Senior Client Services Associate / Client Service Associate

Stealth; Atlanta (GA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate to join a boutique, fee-only wealth advisor serving ultra-high-net-worth families. The role emphasizes high-touch client service, precise record-keeping, and collaboration with Advisors.

This team values a client-first mindset, strong organizational skills, and the ability to manage multiple priorities with confidentiality and care.

Qualifications

• 1–5+ years in client service or advisor support within financial services
• RIA experience is a plus but not required
• Strong client-first mindset with relationship-building instincts

Responsibilities

• Support Advisors and manage client communications and daily service needs
• Maintain detailed client records in the CRM
• Collaborate with Operations to ensure seamless execution
• Own meeting prep: agendas, data gathering, reports, follow-up
• (Senior) Assist on advanced planning including transfers and trust coordination

Skills

Client service mindset

Relationship-building

Organizational skills

Attention to detail

Priority management

Education

Bachelor's degree preferred

Tools

CRM systems

Microsoft Office

Job description

Senior Client Service Associate / Client Service Associate

**Confidential Search | Atlanta, GA (On-site/Hybrid)**

A boutique, fee-only Registered Investment Advisor (RIA) based in Atlanta is confidentially seeking a Client Service Associate or Senior Client Service Associate to join our growing team. We serve a select group of ultra-high-net-worth families and are known for delivering an exceptionally high-touch client experience. This firm does not publicly advertise open roles, this search is being conducted on a confidential basis on behalf of our client.

About the Opportunity

Our client is an independently operated wealth management firm advising on over $5 billion in client assets. The firm maintains an intentionally low advisor-to-client ratio, allowing teammates to build deep, lasting relationships rather than manage high transaction volume. Growth here has been driven almost entirely by referral and reputation, not marketing, which speaks to the caliber of service the team delivers.

What You'll Do

• Serve as a primary support partner to one or more Advisors, managing client communications and coordinating day-to-day service needs
• Maintain accurate, detailed client records in the firm's CRM
• Collaborate closely with Operations and other internal teams to ensure seamless execution
• Own meeting preparation end to end: agendas, data gathering, report generation, and follow-up tracking
• (Senior level) Handle advanced planning support, including complex asset transfers, trust and estate coordination, and alternative investment processing
• (Senior level) Proactively identify client life events and opportunities to deepen the Advisor relationship

What We're Looking For

• 1-5+ years of experience in client service or advisor support within financial services (RIA experience a plus, not required)
• A genuine client-first mindset and strong relationship-building instincts
• Excellent organizational skills and comfort managing multiple priorities with high attention to detail
• Proficiency in CRM systems (Practifi, Redtail, Salesforce) and Microsoft Office
• Experience with Fidelity or Schwab custodial platforms is a plus
• Bachelor's degree preferred (Business, Finance, Communications, Economics, Psychology, or related)

Why Consider This Role

• Work directly with a small, tenured team serving a highly sophisticated client base
• Clear path for growth: this firm invests heavily in developing talent and promoting from within
• Culture-first environment built on trust, loyalty, care, and doing right by clients and teammates alike
• Competitive compensation and benefits, commensurate with experience