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Client Service Associate

Company: Capital Investment Advisors, LLC
Location: Atlanta
Posted on: September 16, 2021

Job Description:

D2D:







Insight Global is currently seeking a Client Services Assoicate for one of their Financial Services partners in Atlanta, GA. This position will be directly reporting to the Chief Compliance Officer and require someone who is detail-oriented, self-motivated, and a team player. This position entails supporting advisors and clients and requires excellent customer service skills and attention to detail. This position holds a myriad of responsibilities with the top few things being to help with scheduling and organizing meetings, troubleshooting problems, and acting as a liaison between the advisor and clients.



Must:



Bachelor's Degree

3+ Years of Experience in client services within the financial services industry

Experience working for a registered investment advisor that has custodied assets at Charles Schwab and/or Fidelity Investments

Excellent communication skills, both written and verbal, with a client first mentality

Proficient with Microsoft Word, Excel, PowerPoint, Outlook, CRMs, and PMS software

Keywords: Capital Investment Advisors, LLC, Atlanta , Client Service Associate, Other , Atlanta, Georgia

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