Client Services Associate | Atlanta, Georgia

Reference Number: JM1515
Location: Atlanta, Georgia

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

Reference Number: JM1515

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