AtlantaRecruiter Since 2001
the smart solution for Atlanta jobs

Client Service Associate

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

Job Description:


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.


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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Georgia jobs by following @recnetGA on Twitter!

Atlanta RSS job feeds