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Client Services Jobs in Atlanta, GA

Customer Service Associate

pearlrecruiter
  • Atlanta, Georgia
    30+ days ago

    Job Description

    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 service—financial 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.



    Numbers & Facts

    LocationAtlanta, Georgia
    Websitehttps://www.pearlrecruiter.com/

    Skills

    • Communication Skillsunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM) Systemsunmatched
    • Customer Support/Serviceunmatched
    • Dental Insuranceunmatched
    • Detail Orientedunmatched
    • Financial Servicesunmatched
    • Follow Throughunmatched
    • Interpersonal Skillsunmatched
    • Registered Investment Advisor (RIA)unmatched
    • Service Deliveryunmatched
    • Team Playerunmatched
    • Vision Planunmatched

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