Wealth Management Client Services Specialist

Smith + Howard; Atlanta (GA); On-site; USD 52,000 - 76,000; Full time

Job summary

Smith + Howard in Atlanta is seeking a Client Services Specialist on our Wealth Management team to deliver exceptional operational support to advisors and clients by managing account requests, resolving service issues, coordinating with custodians and internal teams, and ensuring a seamless client experience.

This role requires strong relationship management, organization, attention to detail, and the ability to thrive in a fast-paced, client-focused environment while providing responsive,

Qualifications

• 1–5+ years of experience in the finances services industry with custodian and client-facing service experience preferred.
• Strong knowledge of industry operations and custodial processes (Charles Schwab experience preferred).
• Experience with CRM and reporting platforms; Wealthbox and Addepar experience is a plus but not required.
• Proficiency in Microsoft Office applications; advanced Excel skills are a plus.
• Excellent organizational, problem-solving and multi-priority management abilities.

Responsibilities

• Deliver accurate and timely service to advisors and clients with a 'one contact resolution' mindset.
• Take ownership of client issues and see them through to resolution.
• Serve as the primary liaison between advisors, clients, custodians, and Operations.
• Provide operational support including account openings, maintenance, monetary requests, and paperwork.
• Prioritize and manage multiple requests across email, Teams, phone, and CRM while meeting SLAs.
• Resolve complex operational issues by collaborating with custodians and internal teams.
• Utilize CRM platforms (Wealthbox) and reporting tools (Addepar) to manage client cases.
• Demonstrate empathy, professionalism, and strong attention to detail in all interactions.
• Build trusted relationships with advisors, clients, and teammates through responsive service.
• Support training and provide coverage when needed to maintain team effectiveness.

Skills

CRM experience

Wealth management operations

Microsoft Excel

Attention to detail

Client service

Tools

Wealthbox

Addepar

Job description

Smith + Howard in Atlanta is seeking a Client Services Specialist on our Wealth Management team to deliver exceptional operational support to advisors and clients by managing account requests, resolving service issues, coordinating with custodians and internal teams, and ensuring a seamless client experience.

This role requires strong relationship management, organization, attention to detail, and the ability to thrive in a fast-paced, client-focused environment while providing responsive,