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