Client Services Associate

Job Description

Job Description

Client Location: Marietta, GA (Hybrid – approx. 50% in-office)
Position Type: Part-Time (20–25 hours per week)
Compensation & Benefits: $30 – $35 / hour base + potential 5–10% bonus

Our client is a specialized, high-touch wealth advisory firm serving high-net-worth individuals, business owners, and family offices. Led by a seasoned CPA, attorney, and Registered Investment Advisor, the firm delivers comprehensive, objective, and conflict-free wealth advisory services with a proactive, collaborative, and fiduciary-first approach.

We are seeking an organized, detail-oriented, and professional Client Services Associate to support a dynamic team of two and growing client base of ~70 high-net-worth families. Reporting primarily to the CFO/Client Manager, this role is critical to keeping firm operations running smoothly, facilitating client communication, managing executive scheduling, and ensuring seamless document workflows between external partners (CPAs, attorneys, investment advisors, and insurance specialists).

• Assist with filing and compliance requirements (FINRA, SEC, legal, and insurance), annual regulatory filings, billing, office supply coordination, and general office upkeep.
• Manage complex meeting scheduling for ~70 clients across quarterly, semi-annual, and annual review cycles, balancing in-office and travel schedules without reliance on automated tools.
• Collect, scan, organize, and catalog physical mail and electronic financial records-including investment statements, tax documents (K-1s), and insurance policies-from client portals and hard copies.
• Execute initial requests and courteous follow-ups with clients to gather required planning inputs and maintain reliable, high-touch communication.
• I nterface with third-party advisors (CPAs, estate attorneys, custodians, and insurance agents) to request and track necessary documentation.

• 5+ Years of Prior administrative, executive assistance, or client services support experience (experience in wealth management, accounting, or legal fields is a plus, but not required).
• Exceptional organizational skills and acute attention to detail.
• Strong written and verbal communication skills with a polished, professional demeanor.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and collaboration tools (Microsoft Teams) and experience with Trello a plus.
• Ability to work independently and maintain total confidentiality when handling sensitive financial and estate records.

• Hours: Part-time, 20–25 hours per week (flexible daily schedule but during normal business hours).
• Location: Hybrid work setup-approximately 50% in-office at their office in Marietta, GA to manage mail and physical documents, with the remaining time working remotely.