Client Service Associate (Atlanta, GA)
Core
Provides high-touch administrative support to Financial Advisors, managing client accounts, processing transactions, and handling daily client interactions.
Role type
Client Service Associate (Administrative Support)
Builds
Client accounts, financial transaction records, business reports, and client-facing event support
Domain
Financial Services / Securities Industry
Required skills
Client Relationship Management (CRM) software, Microsoft Excel, financial transaction processing, account research, report preparation, client communication
Preferred skills
Securities industry experience, SIE certification, investment concepts knowledge
Technologies
CRM software, Excel, internal databases
Responsibilities
Service high volume of daily client interactions (phone, in-person, virtual); Process client financial transactions and expense reports; Open new client accounts and research client/security information; Prepare letters, forms, and business summary reports; Maintain client records and files in CRM; Assist with marketing events and seminars
Seniority
Entry-level, supervised IC