Wealth Management Client Services Associate

TalentLink Solutions; Dalton (GA); On-site; USD 42,000 - 66,000; Full time

Job summary

TalentLink Solutions, an established advisory firm, is seeking a highly organized Client Service Associate to support our advisory team and clients. You will handle client inquiries, process service items, and help prepare documents and meetings.

The role requires strong MS Office skills, excellent communication, and meticulous follow-through. You'll coordinate schedules, maintain records, and contribute to marketing efforts and administrative tasks within a collaborative, client-first culture.

Qualifications

• Bachelor’s degree preferred; will consider related experience in lieu of degree
• 1+ year of experience supporting financial advisors or client services preferred
• Excellent written and verbal communication with a client-first mindset

Responsibilities

• Answer, screen, and route phone calls; assist clients directly or take messages
• Process client service items (withdrawals, beneficiary changes, etc.)
• Coordinate with team to complete and process new accounts
• Organize, coordinate, and maintain client paperwork
• Process securities and checks received in the office
• Schedule appointments and manage calendars
• Prepare information for client meetings; documents, notes, reports, and presentations
• Maintain client records in database with accurate call notes and communications

Skills

Communication

Organizational skills

MS Office proficiency

Attention to detail

Time management

Education

Bachelor’s Degree preferred

High School Diploma + 1+ year experience

Tools

Microsoft Office Suite

CRM/Database systems

Job description

TalentLink Solutions, an established advisory firm, is seeking a highly organized Client Service Associate to support our advisory team and clients. You will handle client inquiries, process service items, and help prepare documents and meetings.

The role requires strong MS Office skills, excellent communication, and meticulous follow-through. You'll coordinate schedules, maintain records, and contribute to marketing efforts and administrative tasks within a collaborative, client-first culture.