Client Services Associate - Wealth Management
- $80,000 - $100,000
- Atlanta, GA
Buckhead (ATL) / 100B AUM RIA / Wealth tech platform
A bit about us:
We provide technology-enabled wealth management solutions and business services to financial advisory firms, helping them achieve independence, scale operations, and grow through a comprehensive platform of software tools, investment management capabilities, and strategic business services.
Why join us?
Premium health, dental, and vision insurance
401(K) + Company Match
FSA / HSA
PTO
401(K) + Company Match
FSA / HSA
PTO
Job Details
This role will serve within one of our Network Partner offices (a large RIA that just broke away from a wirehouse in Atlanta). It is a unique position in that it blends technical and operational backgrounds.
You will be the first-level application support resource and an operations support specialist (think SME for all software programs and platforms - CRM (salesforce), Schwab custodian etc)) ensuring seamless use of our proprietary platforms, integrated vendor systems, and operational workflows.
In addition to the technical background, you are client-centric, adaptable, and eager to build strong relationships. You have experience supporting the account lifecycle (account openings, transfers, maintenance, and termination), including custodial paperwork and TAMP integrations.
This will be 5 days a wee,k on-site in Buckhead.
Experience with any or all of these technologies is a plus: Black Diamond, Addapar, Salesforce, eMoney, MoneyGuide Pro, and DocuSign.
You will be the first-level application support resource and an operations support specialist (think SME for all software programs and platforms - CRM (salesforce), Schwab custodian etc)) ensuring seamless use of our proprietary platforms, integrated vendor systems, and operational workflows.
In addition to the technical background, you are client-centric, adaptable, and eager to build strong relationships. You have experience supporting the account lifecycle (account openings, transfers, maintenance, and termination), including custodial paperwork and TAMP integrations.
This will be 5 days a wee,k on-site in Buckhead.
Experience with any or all of these technologies is a plus: Black Diamond, Addapar, Salesforce, eMoney, MoneyGuide Pro, and DocuSign.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy