Wealth Client Services Associate

HB Wealth; Atlanta (GA); On-site; USD 45,000 - 60,000; Full time

Job summary

A national wealth management firm is seeking a Client Service Associate in Atlanta, Georgia, to build and maintain client relationships. The role involves assisting with client requests, maintaining brokerage accounts, and supporting advisory teams. Candidates should have exceptional communication skills, be highly organized, and self-motivated. Proficiency in Microsoft Office and CRM software is required. This position is ideal for someone looking to impact client service positively within a collaborative environment.

Qualifications

• Ability to take direction from multiple sources with demonstrated follow through.
• High level of confidentiality is essential.
• Self-motivated and confident.
• Commitment to meeting established deadlines and managing time effectively.

Responsibilities

• Assist with client requests and inquiries regarding their accounts.
• Process and complete the opening, maintenance, and closing of client brokerage accounts.
• Serve as a point of contact for client and advisory team members.
• Assist with preparation for client meetings.
• Ensure compliance with firm cybersecurity policies.

Skills

Exceptional written and oral communication skills

Proficiency with Microsoft Office Suite

Strong interpersonal skills

Strong analytical and problem-solving skills

Highly organized with exceptional attention to detail

Client first attitude

Tools

CRM software

Portfolio Reporting software

Job description

A national wealth management firm is seeking a Client Service Associate in Atlanta, Georgia, to build and maintain client relationships. The role involves assisting with client requests, maintaining brokerage accounts, and supporting advisory teams. Candidates should have exceptional communication skills, be highly organized, and self-motivated. Proficiency in Microsoft Office and CRM software is required. This position is ideal for someone looking to impact client service positively within a collaborative environment.