Client Service Associate

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Job Title: Client Service Associate

Industry: Financial Services / Insurance

Location: Sandy Springs/Dunwoody, GA

Employment Type: Full\-Time Hybrid

Overview

We are a well\-established boutique financial planning and wealth management firm seeking an experienced and motivated Client Service Associate to join our team. This role is essential in ensuring smooth day\-to\-day operations, providing administrative support to advisors and management, and delivering a professional experience for clients.

This is a full\-time position based in Sandy Springs/Dunwoody, Georgia, with in\-office expectations initially, transitioning to a hybrid work model once ramped up and integrated.

What We Offer

• Competitive salary and benefits package
• Opportunities for professional growth and development
• Supportive and collaborative team environment
• Exposure to financial planning and insurance operations

Compensation:

$60,000 \- $70,000

Responsibilities:

• Provide administrative support to financial advisors
• Manage calendars, schedule appointments, and coordinate meetings
• Prepare and process client documentation, applications, and policy paperwork
• Maintain accurate client records and CRM database (Wealthbox) in compliance with industry regulations
• Handle incoming calls, emails, and client inquiries with professionalism and discretion
• Assist with onboarding new clients and servicing existing accounts
• Coordinate office operations, including virtual filing, supplies, and correspondence
• Support compliance requirements by organizing and maintaining required documentation
• Generate reports, presentations, and spreadsheets as needed
• Cross\-train with other agency staff in order to support their various roles when necessary

Qualifications:

• 3\+ years of administrative experience (financial services or insurance industry)
• Strong organizational and multitasking skills with close attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Ability to handle sensitive information with confidentiality
• Experience with CRM systems and insurance/financial software is a plus

Key Competencies

• Professionalism and a client\-first mindset
• Strong time management and prioritization skills
• Problem\-solving ability and initiative
• Adaptability in a fast\-paced, regulated environment

Pay: $60,000\.00 \- $70,000\.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Work from home

Work Location: Hybrid remote in Atlanta, GA 30328