Client Service Investment Associate in Atlanta , Georgia
Posted 03/23/22

The Team You Will Be Joining

  • Fortune 500 financial services firm headquartered in Charlotte, NC with a significant investment in innovation.
  • Recognized by Fortune as one of the worlds most admired companies in 2012 along with many other awards around social responsibility, diversity, equity, inclusion, and client experience.
  • A purpose driven and team-oriented environment with focuses on leveraging employee talents, cutting edge technology, and best practices and processes.
  • Organization that is recognized for being truly multicultural; diversity and feedback rich is in their DNA.

What They Offer You

  • An amazing opportunity to join a world-class wealth management organization.
  • Results driven organization that values accountability and continuous improvement.
  • Opportunity to make an impact and add value – Forthcoming investment in tools and technology to improve current processes.
  • Excellent company benefits to include medical, dental, 401k, and generous PTO policy.

Why This Role Is Important

  • This highly attentive professional will provide operational guidance and support to the financial advisors or clients
  • Uncover the risk of transactions by comparing them to the appropriate authentication standards 
  • Will be dependable in ensuring that the new business paperwork is accurately and successfully submitted to be presented to clients 
  • Assist in servicing clients by preparing plans and conducting investment research on trades and transactions

The Background That Fits

  • 2+ years of sales experience. 
  • A candidate with strong communication, and organizational skills. Must be comfortable talking on the phone.
  • Must work well in a service-oriented setting with strict deadlines.
  • Completion of Series 7 & 63 are required.
  • Completion of insurance licensing in Life, Health, Fixed Annuities, and Variable Annuities are required. 
  • Bachelor’s degree in business, accounting, or related field is required.  MBA, CFP, CFA is preferred.


  • Employee Type: Direct Hire
  • Location: Atlanta , Georgia
  • Category: Accounting and Finance
  • Date Posted: 03/23/22
Apply Today!
Apply Today!

Apply Today!

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