Senior Client Service Associate
On-siteAtlanta, Georgia, United States
Atlanta, Georgia, United StatesOn-siteFull TimeSenior Level
Full TimeSenior Level
Job Summary
Perform clerical functions for client account openings and ongoing maintenance while providing same-day responses to client requests. Track and reconcile incoming assets, process money management requests including wires and ACH, and obtain required documents for account openings. Monitor tax documents and distribute them to the client's advisory team, bringing urgent situations to the Wealth Advisor's attention. Meet strict deadlines for Alternatives Investments subscriptions and capital calls while demonstrating operational proficiency in client technology systems.
Required Qualifications
- Bachelor's Degree
- 5+ years of customer service or administrative experience
- Industry or Industry related experience
- Experience working with Ultra High Net Worth Families
- General understanding of the investment brokerage industry and securities knowledge
- Ability to organize and prioritize
- Excellent grammar
- phone/office etiquette
- Strong communication skills both written and verbal
- Strong interpersonal skills
- Strong focus on providing exemplary client service
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