Job Description

Job Description

Job Description

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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