Wealth Client Service Associate

PowerToFly; Atlanta (GA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for internal mobility

Job summary

A financial services firm is looking for a Registered Client Service Associate in Atlanta, Georgia. This role focuses on providing exceptional service and support to clients, assisting Financial Advisors, and maintaining client accounts. The ideal candidate has a High School Diploma, strong organizational skills, and knowledge of financial products. With the opportunity to grow within a dynamic team, this position offers a chance to develop relationships and enhance client experiences while working in a fast-paced environment.

Qualifications

• High School Diploma or equivalent is required.
• College degree is preferred.
• Active Series 7 and 66 or 63 and 65 licenses are necessary.
• Two or more years of experience in the industry preferred.

Responsibilities

• Provide exceptional service and support to clients.
• Assist Financial Advisor(s) in cultivating client relationships.
• Execute transactions at the request of the client.
• Educate clients on digital tools.
• Maintain client accounts and necessary documentation.

Skills

Detail oriented

Exceptional writing skills

Team player

Strong time management

Ability to multitask

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and 66 or 63 and 65

Tools

Microsoft Office

Job description

A financial services firm is looking for a Registered Client Service Associate in Atlanta, Georgia. This role focuses on providing exceptional service and support to clients, assisting Financial Advisors, and maintaining client accounts. The ideal candidate has a High School Diploma, strong organizational skills, and knowledge of financial products. With the opportunity to grow within a dynamic team, this position offers a chance to develop relationships and enhance client experiences while working in a fast-paced environment.