- 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
- 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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Client Services Associate - Atlanta - Windward Recruiting
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
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Guest Services Associate
Only for registered members Atlanta
-
Client Service Associate
Full time Only for registered members Atlanta
-
Client Services Associate
Only for registered members Atlanta
-
Exec Services Associate
Only for registered members Atlanta
-
Client Service Associate
Full time Only for registered members Atlanta
-
Client Service Associate
Only for registered members Atlanta
-
Client Service Associate
Full time Only for registered members Atlanta
-
Client Service Associate
Only for registered members Atlanta
-
Client Services Associate
Only for registered members Atlanta, Georgia, , United States
-
Client Services Associate
Only for registered members Atlanta
-
Guest Services Associate
Only for registered members Atlanta
-
Client Service Associate
Only for registered members Atlanta, GA
-
Payment Servicing Associate
Full time Only for registered members Atlanta
-
Exec Services Associate
Only for registered members Atlanta, GA
-
customer service associate
Only for registered members Atlanta
-
Genesis Service Associate
Only for registered members Atlanta, GA
-
Client Services Associate
Full time Only for registered members Atlanta
-
Customer Service Associate
Only for registered members Atlanta, GA, United States
-
Client Service Associate
Only for registered members Atlanta, GA
-
Client Services Associate
Only for registered members Atlanta
-
Client Service Associate
Only for registered members Atlanta