Client Operations Associate

Client Operations Associate

A leading wealth management firm based in Alpharetta is seeking a Client Operations Associate to support advisors in delivering exceptional client service and operational excellence. This role blends client interaction with behind-the-scenes coordination, ensuring a smooth and efficient experience across all client accounts and activities.

Key Responsibilities:

• Serve as a primary point of contact for clients, ensuring clear, timely communication
• Maintain and update client records, schedules, and tasks within the CRM system
• Prepare and submit required documentation in alignment with internal and regulatory guidelines
• Keep advisors informed of client activity, updates, and service requests
• Develop proficiency in custodial platforms and reporting systems
• Process client transactions, including wires, transfers, and ACH requests
• Coordinate new client onboarding, including account setup and documentation
• Support ongoing account maintenance activities, including distributions and updates
• Ensure accurate recordkeeping and organization within digital systems
• Maintain a working knowledge of industry regulations and operational best practices

Qualifications:

• Bachelor's degree required (Business or related field preferred)
• Strong organizational skills with attention to detail
• Excellent communication and client service abilities
• Comfortable working with technology platforms and systems

Preferred Experience:

• 2+ years of experience in operations or client support within a professional services environment
• Familiarity with CRM and financial platforms such as Redtail, eMoney, Charles Schwab, Black Diamond, or similar tools