Client Service Associate

2 weeks ago

Atlanta, United States TalentLink Solutions Full time

We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we're assembling a remarkable team to build something exceptional-for our clients and our employees. In addition, our collaborative environment fosters professional development, innovation, and a shared sense of purpose. Join us as we shape the future of financial well-beingOur firm is looking for a Client Service Associate to support our advisors, our clients and our continued growth. This is a critical role in our organization. This position is responsible for facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching, and resolving client service issues, and preparing required documents. You are going to be tech savvy, an adopter of change and always willing to help. You are naturally curious, love organization and detail work. You have been in the business awhile and understand many, if not all, client situations, even when complex. Because of this, you are proactive and able to help clients and your advisors steer clear of landmines.Responsibilities & ActivitiesVerifies that all requests to custodians are received and handled to completionCoordinates, prepares, mails, and processes initial document packagesAnswers phones and assists clients with money movement request (checks, journals, wires, ACH), account transfers, tax documents, and beneficiary updatesManages new document intake, reconciliation, and follow up with clients on missing itemsIs responsible for monitoring custodian account alerts, researching issues and determining a resolution in accordance with the firm's client service guidelinesHandles all non-advisory tasks for the professional advisory teamInputs and maintains accurate client information in all appropriate databases and software applicationsTracks outstanding client transfers and purchases/redemptions of alternative assetsEffectively manages and prioritizes workflow created from CRM action items, phone calls from clients, emails, and additional work not flowing through the central databaseScans and files any paperwork directly generated by personal daily activities and assists the team with scanning/filing when necessaryEnsures that complete cost basis information for client accounts is updated and available with the appropriate custodianOther special projects to support firm-wide process improvement and capabilitiesKnowledge, Skills, & AbilitiesBachelor's degree preferred1+ years' experience in the financial services industry with a concentration in securities and investment operationsFamiliar with Orion, Eclipse, Schwab and industry-specific CRM platforms preferredAdvanced Microsoft Office skillsExcellent communication skills and a sense of urgencyExcellent customer service and administrative abilitiesCan-do attitude, enthusiastic, and a strong aptitude for learningThe ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essentialOrganizational skills and attention to detail are critical given the nature of paperwork, processes, and work, upon which both clients and the advisory dependThis person is an intelligent, analytical thinker with the ability to draw on a range of resources to ensure a high-quality outcome across the position's responsibilitiesUncompromising integrityIntellectual curiosity about technology and awareness of current trendsSuperior initiative and ability to maintain high levels of personal accountabilityCapacity for independence and self-motivation in a high-volume environmentStrong work ethic, deadline-focused, and positive attitudeCollaborative team player who believes in relentless customer satisfaction

  • Client Service Associate I

    3 weeks ago

    Atlanta, United States Arthur J. Gallagher & Company Full time

    The Branch Client Service Associate is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. This role repor Client Service, Associate, Client Support, Service, Client Relations, Retail, Insurance

  • Client Service Associate

    3 weeks ago

    Atlanta, United States The Judson Group Full time

    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...

  • Client Service Associate

    20 hours ago

    Atlanta, United States Ronald Blue & Co. Full time

    Apply Job Type Full-time Description Provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their...

  • Client Service Associate, Wealth Management

    13 hours ago

    Atlanta, United States Aprio Full time

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are...

  • Client Service Associate

    22 hours ago

    Atlanta, United States Ronald Blue Trust Full time

    Job Type Full-timeDescriptionProvides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and...

  • Client Service Associate

    18 hours ago

    Atlanta, United States Ronald Blue & Co Full time

    Job Type Full-timeDescriptionPrincipal Accountabilities:Initiates and monitors administrative details to serve team and clients with excellence, which include but are not limited to:Manages all procedures and follow-up necessary to service investment accounts (e.g., processing applications, deposits, withdrawals, transfers; collating and mailing Quarterly...

  • Client Service Associate

    2 days ago

    Atlanta, United States Ronald Blue & Co Full time

    Job Type Full-time Description Principal Accountabilities: Initiates and monitors administrative details to serve team and clients with excellence, which include but are not limited to: Manages all procedures and follow-up necessary to service investment accounts (e.g., processing applications, deposits, withdrawals, transfers; collating and mailing...

  • Associate Client Advocate

    12 hours ago

    Atlanta, United States WTW inc. Full time

    The Associate Client Advocate owns client service activities and client engagement of those activities through daily coordination of WTW resources (GSD). They are the primary point of contact for providing all service, escalation, and placement in order to meet the client's insurance and risk management needs. The Associate Client Advocate has a strong...

  • Registered Client Service Associate

    3 weeks ago

    Atlanta, United States Raymond James Financial Incorporated Full time

    Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...

  • Senior Client Associate

    1 day ago

    Atlanta, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • Client Services Specialist

    12 hours ago

    Atlanta, United States Ascensus Full time

    Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and...

  • Client Services Manager

    3 days ago

    Atlanta, United States Sdii Global Full time

    Sdii Global (SDII) is seeking a Client Services Manager for our Georgia region.Candidates for this position must have 5+ years of experience with business development and/or outside sales, preferably in the insurance industry. Candidates should have direct experience selling engineering and/or related professional services to national and regional insurance...

  • Client Services Manager

    3 days ago

    Atlanta, United States Sdii Global Full time

    Sdii Global (SDII) is seeking a Client Services Manager for our Georgia region.Candidates for this position must have 5+ years of experience with business development and/or outside sales, preferably in the insurance industry. Candidates should have direct experience selling engineering and/or related professional services to national and regional insurance...

  • Client Partnerships Associate

    1 day ago

    Atlanta, United States Publicis Groupe Full time

    **Company Description** From helping to invent the affiliate industry, to performance marketing and what comes next, we've earned a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. With over 25 years of experience and 1,000+ associates across 7 different countries, CJ (formerly...

  • Registered Client Service Associate

    10 hours ago

    Atlanta, United States Raymond James Full time

    Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • Client Services Specialist

    2 days ago

    Atlanta, United States Ascensus Full time

    Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive....

  • Manager-Retirement Client Services Training

    1 day ago

    Atlanta, United States Ascensus Full time

    **Section 1: Position Summary** Responsible for managing a team of Client Services coaches. Responsible for implementing a Learning and Development and associate onboarding strategy that will lead to increased client satisfaction, client retention and a positive associate experience. Partners with leadership to determine department and associate needs and...

  • Associate Manager, Client Relationship Manager

    4 weeks ago

    Atlanta, United States SS&C Full time

    Associate Manager, Client Relationship Manager page is loaded Associate Manager, Client Relationship Manager Apply locations Atlanta, GA Dallas, TX time type Full time posted on Posted Yesterday job requisition id R20923 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to...

  • Associate Director Client Engagement

    1 day ago

    Atlanta, United States GTB Full time

    DescriptionWho we are: At VML, we are a beacon of innovation and growth in an ever-evolving world. Our heritage is built upon a century of combined expertise, where creativity meets technology, and diverse perspectives ignite inspiration. With the merger of VMLY&R and Wunderman Thompson, we have forged a new path as a growth partner that is part creative...

  • Associate Director Client Engagement

    7 days ago

    Atlanta, United States GTB Full time

    Description Who we are: At VML, we are a beacon of innovation and growth in an ever-evolving world. Our heritage is built upon a century of combined expertise, where creativity meets technology, and diverse perspectives ignite inspiration. With the merger of VMLY&R and Wunderman Thompson, we have forged a new path as a growth partner that is part...