Wealth Management Client Services Specialist

TalentLink Solutions; Dunwoody (GA); On-site; USD 42,000 - 64,000; Full time

Job summary

TalentLink Solutions is seeking a highly organized Client Service Associate in Dunwoody, GA to support the advisory team and clients. You will manage inquiries, coordinate client paperwork, and assist with document preparation for meetings.

The ideal candidate has experience supporting financial advisors, excellent communication skills, and strong attention to detail, with proficiency in Microsoft Office. This on-site role emphasizes building strong client relationships and efficient service.

Qualifications

• Bachelor’s degree preferred, or equivalent experience in financial services
• 1+ years supporting financial advisors
• Highly organized with meticulous attention to detail
• Excellent follow-through and communication
• Strong time management with ability to handle multiple tasks

Responsibilities

• Answer and route phone calls and take messages
• Process client service items including withdrawals and beneficiary changes
• Coordinate with team to complete new accounts
• Organize client paperwork and maintain records
• Prepare documents, notes, and presentation materials for meetings
• Follow up with clients to obtain required information
• Maintain confidential client information professionally

Skills

Excellent communication

Attention to detail

Time management

Microsoft Office proficiency

Client service orientation

Education

Bachelor's degree preferred

High School Diploma + experience

Tools

Microsoft Office

Job description

TalentLink Solutions is seeking a highly organized Client Service Associate in Dunwoody, GA to support the advisory team and clients. You will manage inquiries, coordinate client paperwork, and assist with document preparation for meetings.

The ideal candidate has experience supporting financial advisors, excellent communication skills, and strong attention to detail, with proficiency in Microsoft Office. This on-site role emphasizes building strong client relationships and efficient service.