Client Services Associate - Atlanta - Windward Recruiting

    Windward Recruiting
    Windward Recruiting Atlanta

    1 week ago

    Description

    We have an opportunity for a detail-oriented, client-focused Client Service Associate (CSA) to join a collaborative wealth management team in Atlanta.
    This is a non-sales role designed for a professional who thrives on organization, precision, and delivering best-in-class client service within a boutique, high-touch RIA environment.
    DUTIES & RESPONSIBILITIES

    • Support client meetings through preparation of agendas, reports, and follow-up action items
    • Participate in client calls and meetings as a secondary resource, providing documentation and task tracking
    • Respond to client requests with accuracy, timeliness, and professionalism
    • Assist with account openings, transfers, cashiering, and other custodian-related processes
    • Maintain and update client records in CRM systems (Salesforce, Orion, ShareFile, etc.)
    • Collaborate with advisors and investment staff to deliver seamless client experiences
    • Ensure compliance with firm policies and industry regulations
    • Contribute to a positive, team-oriented office culture
    QUALIFICATIONS
    • Bachelor's degree in Finance or Economics
    • 0-3 years of financial services or client service experience preferred (RIA or custodian background a plus)
    • FINRA Series 65 not required, but willingness to pursue industry learning encouraged
    • Excellent organizational skills and strong attention to detail
    • Effective communicator with polished verbal, written, and interpersonal skills
    • Technically proficient; familiarity with platforms such as Fidelity, Schwab, Orion, eMoney, or Salesforce helpful
    • Team-oriented, adaptable, and eager to learn in a fast-paced environment

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