Wealth Client Experience & Operations Associate

The Quest Organization; Atlanta (GA); On-site; USD 52,000 - 76,000; Full time

Job summary

The Quest Organization in Atlanta is seeking a detail-oriented Client Services Associate to support wealth management advisors and ensure a seamless client experience. You will handle onboarding, account maintenance, and service inquiries while building strong client relationships.

Ideal candidates hold a Bachelor's in Finance, Business, Economics, or a related field and possess excellent communication, organization, and Microsoft Office skills.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field preferred.
• Experience in client service, operations, or relationship management within financial services, wealth management, asset management, or a related industry.
• Strong communication and interpersonal skills with a client-first mindset.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office, including Excel and PowerPoint.
• Prior experience supporting advisors or investment operations is a plus.

Responsibilities

• Serve as a primary point of contact for client service inquiries (non-investment related).
• Support client onboarding, account opening, maintenance, and documentation.
• Process client-directed money movement requests and account transactions.
• Prepare client reports, presentations, and service materials.
• Partner with advisors and internal teams to resolve client requests efficiently.
• Assist clients with digital platform enrollment and ongoing support.
• Maintain accurate client records and ensure data integrity.
• Contribute to operational initiatives, process improvements, and special projects.

Skills

Communication skills

Interpersonal skills

Organizational skills

Multitasking

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Job description

The Quest Organization in Atlanta is seeking a detail-oriented Client Services Associate to support wealth management advisors and ensure a seamless client experience. You will handle onboarding, account maintenance, and service inquiries while building strong client relationships.

Ideal candidates hold a Bachelor's in Finance, Business, Economics, or a related field and possess excellent communication, organization, and Microsoft Office skills.