Client Services Associate

4 days ago

Atlanta, Georgia, United States Regent Peak Wealth Advisors Full time $60,000 - $90,000 per year

Client Service Associate – Regent Peak Wealth Advisors

Regent Peak Wealth Advisors is a fast-growing registered investment advisor (RIA) located in the Atlanta area. We are looking for an Atlanta based Client Service Associate (CSA) to join our team. You'll need a passion for delivering exceptional client service, excellent attention to detail, a client-focused mentality, the ability to multi-task in a fast paced environment, and the desire to be a great team player.

More about the CSA Role:

As a CSA at Regent Peak, you're responsible for maintaining, deepening and enriching client relationships. It is a client-facing role serving as the first point of contact for all service related needs at Regent Peak Wealth Advisors. The CSA will support service and maintenance of client accounts both directly and by supporting the advisors on the team.

Qualifications:

· Bachelor's degree in business, finance or related field

· Positive, can-do approach to work

· Detail-oriented

· Exceptional customer service skills

· Knowledge and/or interest in the financial markets

· Effective organizational skills, and ability to prioritize work flow

· Ability to both work as an individual contributor while in a collaborative, team atmosphere

· Technology skills preferred in the following database and software tools: Microsoft Office, Adobe, Zoom, Wealthbox CRM, and others as needed

· Preferred 3+ years of similar experience, including Schwab Custodial platform familiarization

Role Function and Responsibilities include, but are not limited to:

· Provide timely, exceptional client service and flawless execution on client request, inquiries and transactions such as money movement, security transfers, trading, account maintenance requests, online access help and more

· Responsible for new client onboarding experience

· Support to team members for fulfillment of client requests and needs

· Manage service related projects for the collective as needed

Why Regent Peak:

At Regent Peak we are proud to be an equal opportunity employer committed to creating an environment where employees feel comfortable being their authentic selves, where different points of view are encouraged and celebrated. We believe that diversity is a strength and will not only allow us to better serve clients of all kinds but to be better stewards within the community as well. We offer competitive benefits including paid time off, medical, dental, parental leave and retirement savings opportunities. Regent Peak is a group of passionate and driven individuals committed to responsibly growing our company. We can only do that by adding the highest quality talent who is ready to grow with us. If the thought of working in a fast-paced environment that is constantly evolving is exciting to you and you meet the qualifications above, we'd love to have a conversation.

For more information about our company, please visit our website

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