Wealth Management: Client Service Associate

TalentLink Solutions; Atlanta (GA); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial planning firm based in Atlanta is seeking a versatile Client Service Associate to support advisors and clients. This role requires at least one year of experience in the financial services industry, focused on delivering exceptional client service and support. Responsibilities include processing client service items, coordinating account activities, and maintaining CRM systems. The ideal candidate is organized, detail-oriented, tech-savvy, and possesses strong communication skills. If you are committed to providing high-quality service and improving processes, we want to hear from you.

Qualifications

• 1+ years’ experience in the financial services industry with a concentration in securities and investment operations.
• Ability to effectively prioritize workloads and complete tasks within well-defined guidelines.
• Strong work ethic and ability to maintain high levels of personal accountability.

Responsibilities

• Communicate and follow up with clients on service items.
• Coordinate with advisors and clients to complete account paperwork.
• Update and maintain client status within CRM and internal systems.
• Deliver superior client service and serve as liaison between advisors and clients.

Skills

Excellent communication skills

Attention to detail

Organizational skills

Can-do attitude

Familiarity with Orion, Eclipse, Schwab

Advanced Microsoft Office skills

Tools

CRM platforms

Job description

A financial planning firm based in Atlanta is seeking a versatile Client Service Associate to support advisors and clients. This role requires at least one year of experience in the financial services industry, focused on delivering exceptional client service and support. Responsibilities include processing client service items, coordinating account activities, and maintaining CRM systems. The ideal candidate is organized, detail-oriented, tech-savvy, and possesses strong communication skills. If you are committed to providing high-quality service and improving processes, we want to hear from you.