This role is on-site in the Buckhead section of Atlanta (North Atlanta). You must be commutable to the Buckhead Atlanta area or willing to re-locate. 

This role is for someone early in their career who is interested in learning the ins and outs of wealth management through the eyes of a Client Services role while growing into a Wealth Advisor role long term. We'd expect this to be a multi-year investment while you learn from the advisors around you. You will mainly support 3 advisors and their clients in this role and in the process, gain invaluable experience and knowledge that will be a stepping stone to a Wealth Advisor role in the future. 

The Client Service Associate will be responsible for providing operational and service support to our client base. A successful candidate will need to think creatively, work in a fast-paced environment, and effectively prioritize.

Our client is an established Registered Investment Advisor and Financial Life Manager that has been in business for almost 25 years with over $1B in Assets Under Management (AUM). 

RESPONSIBILITIES 

• Enhance the client experience by providing exceptional client service in various functions, including new account opening, document completion, and resolving client inquiries 
• Execute money movement transactions for clients, as well as transfers to/from separate account managers and hedge funds/private investment funds 
• Proactively coordinate client service activities in conjunction with the advisory team 
• Organize materials for client meetings, as well as ad hoc requests 
• Actively participate in the firm’s compliance and efficiency efforts 
• Answer incoming calls and join in on meetings 

REQUIREMENTS 

• Experience / Demonstrated intereste in the Investment / Wealth Management industry is preferred
• A desire to learn the ins and outs of wealth management and progress to a Wealth Advisor role long term. 
• Has obtained or is Interested in obtaining a Series 65
• Strong attention to detail and organizational skills 
• Ability to self-start and think creatively 
• Experience with Outlook and CRM applications (Salesforce) is a plus 
• Proven ability to work in a team-oriented environment 
• Discretion with confidential information 
• Strong communicator, people person, and networker - Networking and business development becomes more important long-term as a Wealth Advisor

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