Client Service Associate

2 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 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. Responsibilities: 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. Requirements: 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. Compensation: Competitive base salary and benefits

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