Client Service Associate
On-siteAtlanta, Georgia, United States
Job Summary
Support client requests and account servicing, including transfers, checks, wires, and ACHs. Open, maintain, and close client brokerage accounts, ensuring all documentation is complete and accurate. Serve as a key point of contact for clients and advisory team members, resolving issues through research and collaboration. Assist with preparation for client meetings and maintain accurate client, account, and transaction records in CRM and document management systems. Manage client offboarding activities and help safeguard sensitive information in accordance with firm cybersecurity policies. This role is located in Atlanta, GA, with 40% remote work availability. Candidates must possess excellent communication skills, proficiency in Microsoft Office Suite and CRM software, and the ability to pass a criminal background and credit check.
Required Qualifications
- Excellent written, verbal, and interpersonal communication skills, with the ability to build trust and work effectively across teams.
- Highly organized, detail-oriented, and able to manage multiple priorities, administrative projects, and deadlines with strong follow-through.
- Ability to take direction from multiple stakeholders and thrive in a fast-paced, entrepreneurial environment.
- High level of confidentiality, professionalism, personal integrity, and commitment to fiduciary responsibility.
- Self-motivated, proactive, and willing to pitch in where needed, with a positive attitude and strong work ethic.
- Strong analytical and problem-solving skills.
- Proficiency in Microsoft Office Suite, CRM, and portfolio reporting software.
- Ability to successfully pass a criminal background and credit check.
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