Senior Wealth Client Services Specialist

TalentLink Solutions; Atlanta (GA); On-site; USD 55,000 - 70,000; Full time

Job summary

A financial planning firm in Atlanta is seeking a Senior Client Service Associate to support both advisors and clients. The ideal candidate will have over a year of experience in the financial services industry, a strong command of relevant software like Schwab and Microsoft Office, and a commitment to delivering exceptional customer service. This role offers a competitive salary range from $55K to $70K and a focus on client satisfaction in a full-time position.

Qualifications

• 1+ years’ experience in financial services, focused on securities and investment operations.
• Excellent communication skills with urgency.
• Strong organizational skills and attention to detail.

Responsibilities

• Communicate and follow up on client service items.
• Coordinate new account paperwork and maintenance.
• Deliver superior client service as liaison.

Skills

Communication skills

Organizational skills

Attention to detail

Learning aptitude

Customer satisfaction

Tools

Microsoft Office

Orion

Eclipse

Schwab

Job description

A financial planning firm in Atlanta is seeking a Senior Client Service Associate to support both advisors and clients. The ideal candidate will have over a year of experience in the financial services industry, a strong command of relevant software like Schwab and Microsoft Office, and a commitment to delivering exceptional customer service. This role offers a competitive salary range from $55K to $70K and a focus on client satisfaction in a full-time position.