Client Service Representative

Job Number: 23155
Location: Atlanta, Georgia
Type: Direct Hire

Job Description

Career Opportunity

North Atlanta wealth management firm is seeking a Client Service Representative. This position offers an excellent career opportunity with a well-established and growing firm. The ideal candidate is passionate about serving others, focused on providing exceptional client service and possesses the following characteristics:

Self-motivated - Must be comfortable working independently and motivated to reach their full potential. The right person will take initiative and thrive in a small, entrepreneurial environment.


Strong project management skills - This position requires excellent organizational skills and the ability to communicate well, both orally and in writing.  The candidate should be detailed-oriented and able to multitask, prioritize and meet deadlines with accuracy.

Technical expertise - Strong computer skills are essential, including a high level of proficiency with Microsoft Office Suite; preference will be given to candidates who have experience with portfolio management and client relationship systems at a financial services firm.


Education - A minimum of a four-year degree from a respected college or university in a business-related field is required.

Team Player - Our firm has a team culture with a family atmosphere--we like working with each other and seek candidates who thrive on contributing to a team’s success. We work hard, enjoy what we do, and have fun along the way.

The candidate will provide support in the following areas:

  • Process client accounts from inception to closure;
  • Work directly with clients to handle account requests and needs;
  • Maintain client databases in a portfolio management system;
  • Prepare client performance and billing reports;
  • Answer phone calls as needed;
  • Assist with client events and presentation materials;
  • Participate in special projects.

Required Skills

No skills listed.

Job Benefits

No benefits listed

Quick Facts

Education Level:
Not specified

Employment Type:
Direct Hire

Please Inquire

Travel Percentage:
Not specified

Minimum Experience:
3 Years

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