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Client Associate

Atlanta, GA 30326

Posted: 01/23/2023 Employment Type: Direct Hire Industry: Financial Services Job Number: 15164 Field of Expertise: Accounting & Finance

Job Description

Our client, a capital management firm, is seeking a Client Associate for a fantastic direct hire opportunity in Atlanta, GA.


A Private Wealth Advisor team?within our Private Wealth Management business unit is seeking a motivated individual to join its growing team as a Client Associate.?The Client Associate will work with?our Private Wealth?Advisor?team members?and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

  • Account opening and maintenance
  • Transferring assets and money movement
  • Completing investment subscription documents
  • Cash management & RMDs
  • Assisting with client online access
  • Responding to account activity and statement inquiries
  • Managing life events
  • Administrative work as needed
  • Provide top quality service to clients and complete administration of client accounts
  • Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
  • Generate expense reports for submission using Concur
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
  • Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Support marketing efforts by promoting client seminars and events
  • Offer administrative and office management support to the team
  • Prepare client correspondence, obtain necessary management approvals, and transmit
  • Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
  • Oversee client insurance and annuities processes
  • Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
  • Attend client meetings as necessary and present client performance
  • Complete necessary filing and maintain client files
  • Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
  • Additional duties as assigned

  • 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
  • Series 7 & 63 preferred and if not, willingness to obtain
  • BA/BS degree

  • Excellent client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
  • Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
  • Strong Microsoft Office skills including Excel & PowerPoint
Salary- $75,000-$85,000

Meet Your Recruiter

Caren Cohen
Recruiting Consultant

Caren joined Corps Team in 2021. Caren has over 20 years’ experience in advertising, public relations and customer care.

A graduate of the University of Georgia, Caren is a loyal Bulldogs fan and enjoys attending games with her husband Reece and two children, Jackson 20 and Dylan 17. She is dedicated to finding the right person for the position and is thrilled when she finds the ‘perfect fit’ for her clients. She is excited to be connecting amazing candidates with amazing companies.

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