Senior Client Services Associate, Wealth Management

Stealth; Atlanta (GA); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate for our wealth management client. This on-site/hybrid role supports Advisors and delivers a high-touch client experience to UHNW families.

You will maintain client records, prepare meetings, and coordinate with Operations. Senior level duties include complex asset transfers, trust and estate coordination, and proactive advisor support to deepen client relationships.

Qualifications

• 1–5+ years in client service or advisor support (RIA experience a plus)
• Client-first mindset with strong relationship-building instincts
• Excellent organizational skills and ability to manage multiple priorities with high attention to detail
• Proficient in CRM systems (Practifi, Redtail, Salesforce) and MS Office
• Fidelity or Schwab custodial platforms is a plus
• Bachelor's degree preferred (Business/Finance/Communications/Economics/Psychology)

Responsibilities

• Serve as primary support to Advisors, managing client communications and day-to-day service needs
• Maintain accurate client records in the CRM
• Collaborate with Operations and other teams to ensure seamless execution
• Own meeting preparation: agendas, data gathering, report generation, and follow-up tracking
• Senior level: handle advanced planning support, including asset transfers, trust/estate coordination, and alt investment processing
• Senior level: proactively identify client life events to deepen Advisor relationships

Skills

Client service mindset

Relationship building

Organization & multi-tasking

Communication

Education

Bachelor's degree preferred

Tools

Practifi

Redtail

Salesforce

Microsoft Office

Job description

Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate for our wealth management client. This on-site/hybrid role supports Advisors and delivers a high-touch client experience to UHNW families.

You will maintain client records, prepare meetings, and coordinate with Operations. Senior level duties include complex asset transfers, trust and estate coordination, and proactive advisor support to deepen client relationships.