Client Service and Operations Associate

Onsite

A leading financial services firm in the investment advisory space, located in Atlanta, Georgia, is seeking a Client Service & Operations Associate to support the firm s day-to-day operations. This position involves working closely with managing partners and remote advisors to ensure smooth onboarding of new clients, paperwork accuracy, and maintenance of client records. The ideal candidate is highly organized, with excellent attention to detail, and thrives in a fast-paced environment. The company values a positive attitude, high energy, and strong communication skills, offering growth opportunities in both operations and client-facing roles within the firm.

Client Service And Operations Associate Responsibilities

• Handle new client onboarding account paperwork and fund subscription documents
• Provide support to Managing Partners and remote advisors assisting with client requests and scheduling meetings
• Manage client account maintenance tasks including beneficiary updates address changes and account linking requests while keeping CRM systems accurate and updated
• Collaborate with clients and their accountants tax attorneys and estate planners to address inquiries and maintain strong communication
• Monitor new client investments to ensure alignment with proposed allocations and perform data checks to verify account accuracy
• Independently prioritize tasks from multiple partners proactively managing follow-ups and projects without micromanagement
• Work with high-net-worth clients ensuring paperwork accuracy and maintaining strong attention to detail
  
  

Client Service And Operations Associate Executive Assistant Requirements

• 3-5 years experience in the financial services industry, preferably with a RIA
• Must have alternative investment experience
• Experience in a client-facing role is required
• Bachelor's degree in Accounting, Finance, Economics, or a related field is required
• Proficient in Excel, including document formatting and data entry
• Previous experience with Schwab, Tamarac, or Wealthbox is a plus
• Understanding of investment operations, financial markets, alternative investments, and the asset management industry is a plus
  
  

Benefits

• Health insurance coverage
• 401(k) plan
• 3 weeks PTO and paid holidays
• Opportunities for career growth and advancement
  
  

Join a dynamic investment advisory firm with a supportive culture, seeking a motivated Client Service and Operations Associate to manage day-to-day operations and help drive client success!