Client Service Associate

Lead-Advisor • Full-time • Atlanta, Georgia, United States • $80k - $100k / year • 5d ago

Our client is a growing financial advisory firm and Registered Investment Adviser (RIA) custodied through Charles Schwab. They pride themselves on providing a high-touch member experience and running a well-organized, process-driven office. They use Redtail CRM to keep everything on track.

The Role

They’re hiring a full-time, in-office Client Service Associate who is comfortable being both member-facing and behind-the-scenes. You’ll help keep the day-to-day running smoothly, supporting advisors, coordinating member service needs, and ensuring our workflows and records are accurate and up to date.

What You’ll Do (Client-Facing + Back Office)

Greet and assist clients by phone, email, and in person with a warm, professional presence
Schedule meetings, manage calendars, send confirmations, and coordinate follow-ups
Prepare for client meetings (agendas, paperwork checklists, notes, and next steps)
Maintain clean, detailed client records and activity notes in Redtail CRM
Support client onboarding and ongoing account service (forms, updates, document collection, e-signatures)
Coordinate Schwab custodial paperwork and service requests (training provided as needed)
Track tasks and deadlines, ensuring nothing slips through the cracks
Help improve and follow office processes, templates, and checklists
Assist with general office operations and special projects (mailings, reports, spreadsheets, event support)

What We’re Looking For

Highly organized, reliable, and detail-oriented. Someone who enjoy systems and getting things right
Strong communication skills and a client-first mindset
Comfortable juggling multiple priorities while staying calm and professional
Tech-savvy and quick to learn new tools (experience with Redtail and Schwab is a plus)
Discretion and professionalism with sensitive client information
Team player who takes initiative and follows through

Nice to Have (Not Required)

Experience in an RIA, broker-dealer, bank, or professional services office
Familiarity with Charles Schwab custodial workflows or account service
Experience with e-signature tools and document workflows

Compensation & Benefits

Competitive compensation based on experience: 80k to 100k
Benefits: [PTO, health insurance, retirement plan, bonus, Health Insurance, Dental Insurance, Vision Insurance, Group Life and LTD, Bonus Potential, and a Safe Harbor 401(k) Plan and generous PTO
Training and clear processes, plus room to grow with the firm

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