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Account Services Associate

Reference Number: JM5808
Location: Atlanta, Georgia

The Judson Group has partnered with a highly regarded independent wealth management firm in the search for an Account Services Associate. The firm is well respected for their commitment to building client relationships and providing expertise and solutions to meet client needs. This candidate will have the unique role of providing high-touch client service and supporting the Principals and Advisors.

Responsibilities and Requirements:

• Coordinate efforts between Principals and Advisors and all service areas of the firm

• Maintains accounts for clients including new account documentation, calendars, applications, and transfers

• Manage preparation for client meetings, issuing client communications, and oversee client service efforts

• Generate reports and paperwork in a timely and accurate manner for meetings

• Review client reports and assist with all planning and implementation for the client

• 3+ years relevant experience with a wealth management/financial services background

• BA/BS required

• FINRA Series 7 & 63 securities license

• Experience supporting HNW clients and relationships

• Experience using a variety of technologies to support accounts and transactions

• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously

• High degree of customer service, confidentiality and urgency


Commensurate with experience. Excellent base salary and benefits package.


Atlanta, Georgia

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