Client Service Coordinator (Atlanta, GA)

Financial services industry a plus

Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors

The primary focus of a Client Service Coordinator is to provide excellent service and administrative support to the Wealth Management team in servicing and delivering on the needs of high net worth clients.  As a Client Service Coordinator, you will have a direct impact on the client experience and are vital to the success of the organization.  You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.

Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes

Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements

Coordinating with internal operation departments to ensure client requests are fulfilled

Managing client deposits

Maintaining data integrity across all systems and updating as necessary