Wealth Client Services Associate (Senior)

Stealth; Atlanta (GA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate to join a boutique, fee-only wealth advisor serving ultra-high-net-worth families. The role emphasizes high-touch client service, precise record-keeping, and collaboration with Advisors.

This team values a client-first mindset, strong organizational skills, and the ability to manage multiple priorities with confidentiality and care.

Qualifications

• 1–5+ years in client service or advisor support within financial services
• RIA experience is a plus but not required
• Strong client-first mindset with relationship-building instincts

Responsibilities

• Support Advisors and manage client communications and daily service needs
• Maintain detailed client records in the CRM
• Collaborate with Operations to ensure seamless execution
• Own meeting prep: agendas, data gathering, reports, follow-up
• (Senior) Assist on advanced planning including transfers and trust coordination

Skills

Client service mindset

Relationship-building

Organizational skills

Attention to detail

Priority management

Education

Bachelor's degree preferred

Tools

CRM systems

Microsoft Office

Job description

Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate to join a boutique, fee-only wealth advisor serving ultra-high-net-worth families. The role emphasizes high-touch client service, precise record-keeping, and collaboration with Advisors.

This team values a client-first mindset, strong organizational skills, and the ability to manage multiple priorities with confidentiality and care.