Client Service Associate

Client Service Associate

The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client. The Client Service Associate provides account support services, including onboarding, account maintenance, distributions, and portfolio accounting and reporting. The CSA will support multiple wealth advisory teams.

This role is based in Atlanta, GA.

Primary Responsibilities

• Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company's custodians and initiating proactive follow-through on such action points.
• Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets.
• Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas.
• Drafting and processing correspondence to clients and communicating with clients by telephone and email.
• Assisting in tax season, e.g., sending account statements to CPAs and clients.
• Interacting with spreadsheet-driven reports for the wealth management team and the company's clients.
• Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company's databases.
• Assist with the generation and delivery of ad hoc reports.
• Assist people in the office with DocuSign letters.

Qualifications

The annualized base pay range for this role is expected to be between $50,000-$55,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.