Wealth Management Client Services Specialist (Hybrid)

Wealth Enhancement; Atlanta (GA); Híbrido; USD 50.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401k with match

PTO and holidays

Tuition reimbursement

Paid parental leave

Descripción de la vacante

Wealth Enhancement, a premier independent wealth management firm, seeks a Client Service Associate in Sandy Springs, GA. You will support high-net-worth clients and Financial Advisors, handling onboarding, account administration, and ongoing service needs.

This hybrid role requires a bachelor’s degree in finance or related field and 1–2 years in financial administration. Base salary ranges from $50,000 to $65,000 with discretionary bonus and comprehensive benefits.

Formación

• Bachelor’s degree in Finance, Financial Planning, Economics, or related field preferred.
• 1–2 years of experience in financial administration or client service preferred.
• Interest in pursuing professional credentials such as CFP or Series 65 welcome but not required.
• Strong interpersonal skills with the ability to build effective team and client relationships.
• Professional communication skills and a client-facing presence.
• Motivated self-starter with a results-driven mindset.
• Strong organizational abilities with attention to detail and ability to meet deadlines.
• Proficiency in Microsoft Office applications; Salesforce, Orion, or eMoney a plus.
• Familiarity with Fidelity or Schwab custodial platforms is beneficial.
• Comfort with learning new AI applications and ongoing learning.

Responsabilidades

• Onboard and administer new client paperwork and accounts.
• Serve as primary client contact, coordinating next steps and follow-through.
• Process account transactions such as trades, deposits, withdrawals, and RMDs.
• Maintain accurate client data across Salesforce and custodial platforms.
• Prepare materials for client meetings and post-meeting tasks.
• Coordinate with clients’ tax or legal professionals when needed.
• Review quarterly statements and resolve issues.
• Support AI and digital tools to improve service quality.

Conocimientos

Client service

Communication

Interpersonal skills

Organizational skills

Attention to detail

Problem solving

AI tools familiarity

Educación

Bachelor’s degree in Finance, Financial Planning, Economics, or related field

Herramientas

Salesforce

Orion

eMoney

Microsoft Office

Descripción del empleo

Wealth Enhancement, a premier independent wealth management firm, seeks a Client Service Associate in Sandy Springs, GA. You will support high-net-worth clients and Financial Advisors, handling onboarding, account administration, and ongoing service needs.

This hybrid role requires a bachelor’s degree in finance or related field and 1–2 years in financial administration. Base salary ranges from $50,000 to $65,000 with discretionary bonus and comprehensive benefits.