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Client Services Associate
2 months ago
We are seeking a highly motivated and detail-oriented Client Services Associate to join our team at Atlantic Group. This individual will be responsible for providing exceptional client servicing support to our independent investment advisor team.
Key Responsibilities:
- Prepare and process account opening paperwork and ongoing maintenance on client documents.
- Provide administrative support in the areas of investment advisory and financial planning.
- Assist in preparing meeting materials for advisors.
Requirements:
- High school diploma required.
- Bachelor's degree preferred, with experience considered in lieu of degree.
- Administrative experience processing detailed information required.
- Demonstrated experience in Microsoft Excel required.
- Back-office experience supporting financial advisors in a financial planning and/or brokerage environment preferred.
We are committed to providing a supportive and collaborative work environment. If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply.
