Client Services Associate
NewEdge Wealth
Atlanta Metropolitan Area0–2 yrs1h agovia LinkedIn
About the Role
The Client Services Associate is a full-time, hybrid position based in the Atlanta Metropolitan Area. This role supports advisors and clients with day-to-day account servicing and client relationship management, offering a mix of in-office and work-from-home flexibility.
Key Responsibilities
- Respond to client inquiries.
- Process account openings and maintenance requests.
- Coordinate transfers and transactions.
- Ensure accurate documentation.
- Collaborate with internal teams to resolve issues.
- Prepare client reports and materials.
- Maintain high standards of service and professionalism.
- Assist with onboarding new clients.
- Monitor workflow tasks.
- Proactively communicate status updates to clients and advisors.
Qualifications
- Strong client-facing skills, including Client Services and Customer Service capabilities.
- Experience in Customer Support, with the ability to manage inquiries and resolve issues efficiently.
- Excellent Communication skills, both verbal and written.
- Foundational understanding of Finance and wealth management concepts.
- High attention to detail, accuracy in documentation, and strong organizational skills.
- Ability to work effectively in a hybrid environment, managing time and priorities independently.
- Proficiency with Microsoft Office and CRM or portfolio management systems.
- Associate or bachelor’s degree in Business, Finance, or a related field, or equivalent relevant experience.
- Financial services experience is preferred.