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Client Service Associate

Atlanta, Georgia, United States

Client Service Associate 

Atlanta, GA   

Position Summary

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

  • Bachelor’s degree required.
  • Minimum 0-2 years relevant experience (including internships).
  • Strong attention to detail, communication, problem-solving, and analytical skills.
  • Ability to multi-task under pressure, work independently, and work in a team.
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology.
  • Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred.
  • Excellent written and verbal communication skills.
  • Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
  • Moderate understanding of investment products and investment operations is desired.
  • Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.
  • Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands.

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. 

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.


Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

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