Client Services Associate - Wealth Management
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Overview
Job Description
Buckhead (ATL) / 100B AUM RIA / Wealth tech platform
This Jobot Job is hosted by: Katrina McFillinAre you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.Salary: $80,000 - $100,000 per year
A bit about us:
We provide technology-enabled wealth management solutions and business services to financial advisory firms, helping them achieve independence, scale operations, and grow through a comprehensive platform of software tools, investment management capabilities, and strategic business services.
Why join us?
Premium health, dental, and vision insurance401(K) + Company MatchFSA / HSAPTO
Job Details
This role will serve within one of our Network Partner offices (a large RIA that just broke away from a wirehouse in Atlanta). It is a unique position in that it blends technical and operational backgrounds.
You will be the first-level application support resource and an operations support specialist (think SME for all software programs and platforms - CRM (salesforce), Schwab custodian etc)) ensuring seamless use of our proprietary platforms, integrated vendor systems, and operational workflows.
In addition to the technical background, you are client-centric, adaptable, and eager to build strong relationships. You have experience supporting the account lifecycle (account openings, transfers, maintenance, and termination), including custodial paperwork and TAMP integrations.
This will be 5 days a wee,k on-site in Buckhead.
Experience with any or all of these technologies is a plus: Black Diamond, Addapar, Salesforce, eMoney, MoneyGuide Pro, and DocuSign.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.