Customer Service Associate
Pearl Recruiter
Customer Service Associate
I'm looking for a Customer Service Associate to join a client-focused Atlanta-based, UHNW Registered Investment Advisor (RIA) firm that prides itself on high-touch service and long-term client relationships. Perfect for someone: *who enjoys helping people *stays calm under pressure *detail-oriented, professional environment *go-to person for client inquiries *will play a key part in delivering service that sets this firm apart.
Requirements To succeed in this role, you should bring: Excellent communication and people skills Strong attention to detail and follow-through A background in client servicefinancial services experience is a plus Comfort with CRM tools, scheduling systems, and common office software A calm, professional demeanor and a natural problem-solver mindset
Benefits Competitive base pay Health, dental, and vision insurance Paid time off and holidays A collaborative, stable work environment with room for growth If you're dependable, client-focused, and ready to join a strong team in the financial advisory space, I'd love to connect with you.
Pearl RecruiterVacancy posted 3 days ago
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