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Client Service Operations Specialist

3 months ago

Atlanta, Georgia, United States Homrich Berg Full time

Homrich Berg Wealth Mgt is seeking a Client Service Operations Specialist to join our Client Services team in our Buckhead (Atlanta) location. We are seeking a candidate who wants a great career opportunity working on a cohesive and fun team

Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta, GA with two other offices in the metro-Atlanta area, and additional offices in Palm Beach Gardens, FL, Nashville, TN, Columbia, SC, and Augusta, GA. Established in 1989, HBs employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services.

This position serves as critical support liaison between HB wealth managers, clients, and the rest of our internal Operations team. Responsibilities will include, but not be limited to:

  • Proactively resolve client inquiries, including significant direct client contact
  • Assist advisors with client meeting preparation and meeting follow-up
  • Prepare and Process investment account applications, account transfers, money movement authorizations, alternative investment subscriptions, etc.
  • Prepare customized client reports
  • Input and maintain client information within CRM, custodians, and alternative asset databases
  • Track outstanding client transfers and purchases/redemptions of alternative assets.
  • Organize and track activities / action items
  • Other duties as assigned

Requirements

  • Bachelors degree preferred; business related field preferred
  • Proficiency in Excel required
  • Excellent written and verbal communication skill
  • Excellent attention to detail
  • 3-5 years of operations experience in the financial services industry preferred but not required
  • Must be able to work independently as well as collaboratively within a team

Competitive Benefits

Equal Opportunity Employer M/F/D/V