Client Service Associate – Wealth Management | Atlanta, Georgia

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    Reference Number: MHH7467
    Location: Atlanta, Georgia

    Judson Group has been retained by a holistic independent financial advisory firm in the search for a Client Service Associate. The firm is known for their commitment to building client relationships and providing individualized investment management solutions. This candidate will have the unique role of providing high-touch client service through client onboarding, account maintenance, distributions, and portfolio accounting and reporting.

    Responsibilities:

    • Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications.
    • Act as a liaison between Advisors, clients, and custodians to process client requests and resolve issues.
    • Manage the client onboarding process for HNW clients.
    • Maintain client data ensuring accuracy, security, and timeliness.
    • Prepare various reports for client reviews and other miscellaneous meetings including quarterly performance reports.
    • Develop new ways to continuously provide the best service to the firm’s clients.
    • Helping with the flow of operations to offer the highest level of customer service.
    • Work alongside various teams including compliance, legal, and operations to respond to client services requests.

    Requirements:

    • Bachelor’s Degree.
    • Minimum 0-2 years relevant experience (including internships).
    • Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination.
    • Knowledge of back-office operations of a financial planning and investment management firm.
    • Strong organizational skills and an eye for detail.
    • Ability to work independently, with little oversight, but with accountability to the client and the organization.
    • Experience with common portfolio management systems (Black Diamond, Tamarac, Axys, Orion) and CRM (Salesforce, Redtail, Dynamics) highly preferred.

    Compensation:
    Competitive base salary and benefits

    Location:
    Atlanta, Georgia

    Reference Number: MHH7467