precise process.
handpicked talent.

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.


• 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


• 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


Very competitive base salary and great benefits


Atlanta, Georgia

Ready to take the next step in your career?  Email your resume in MS Word format to 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.