Customer Service Associate

Job Description
I'm looking for a Customer Service Associate to join a client-focused Atlanta-based, UHNW Registered Investment Advisor (RIA) firm that prides itself on high-touch service and long-term client relationships.

Perfect for someone:

*who enjoys helping people

*stays calm under pressure

*detail-oriented, professional environment

*go-to person for client inquiries

*will play a key part in delivering service that sets this firm apart.

Requirements

To succeed in this role, you should bring:

• Excellent communication and people skills
• Strong attention to detail and follow-through
• A background in client service-financial services experience is a plus
• Comfort with CRM tools, scheduling systems, and common office software
• A calm, professional demeanor and a natural problem-solver mindset

Benefits

• Competitive base pay
• Health, dental, and vision insurance
• Paid time off and holidays
• A collaborative, stable work environment with room for growth

If you're dependable, client-focused, and ready to join a strong team in the financial advisory space, I'd love to connect with you.