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Client Service Associate

Reference Number: JM1515
Location: Atlanta, Georgia

The Judson Group has partnered with a well-respected and quickly growing wealth management firm in the search for a Client Service Associate. The firm is known for their commitment to building client relationships and providing financial planning and investment management expertise. This candidate will provide high-touch client service to clients.

This is a support role ensuring an exceptional client experience. In this role, the employee will cultivate the relationship through superior service.

Responsibilities:

• Helping with the flow of operations to offer a highest level of customer service

• Handling client account questions and directing complex questions to the proper person as needed

• Managing the client onboarding process for HNW clients

• Maintaining client data

• Preparing various reports for client reviews and other miscellaneous meetings

• Developing new ways to continuously provide the best service to the firm’s clients

Requirements:

• Bachelor’s Degree

• 2+ years of experience with Financial Planning or Investment Management firm working with high net worth clients

• Experience successfully completing paperwork for new accounts, handling client requests, and communicating both good and bad news

• Knowledge of back-office operations of a financial planning and investment management firm

• Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint a must; Orion, Salesforce, and Mac and Windows knowledge helpful

• Ability to work independently, with little oversight, but with accountability to the client and the organization

Compensation:

Very competitive base salary and great benefits

Location:

Atlanta, Georgia

Ready to take the next step in your career?  Email your resume in MS Word format to solutions@judson-group.com. A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.