Client Service Associate – Wealth Management | Atlanta, Georgia

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.


  • 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.


  • 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.

Competitive base salary and benefits

Atlanta, Georgia

Reference Number: MHH7467