OpenArc Corporate Advisory ยท 2 days ago
Senior Client Service Associate
Atlanta Metro
Full-time
Onsite
Senior Level
5+ years expOpenArc Corporate Advisory is a Registered Investment Advisor that emphasizes personal and transparent financial advice. The Senior Client Service Associate will support advisors and clients by providing exceptional service and operational excellence, acting as the primary point of contact for UHNW client requests and account maintenance.
Financial Services
Responsibilities
Serves as a first point of contact for client inquiries, requests, and service needs; ensures timely, accurate, and professional responses
Coordinates all aspects of new client onboarding, including gathering documentation, preparing paperwork, obtaining signatures, and ensuring account setup accuracy
Processes account maintenance requests such as money movements, beneficiary updates, transfers, and account changes in accordance with firm and custodian procedures
Supports advisors in meeting preparation by assembling reports, statements, and other required materials
Maintains CRM records, workflows, and service notes with precision and adherence to compliance standards
Monitors custodial platforms for alerts, outstanding items, and required follow-ups
Works closely with operations, compliance, and silo teammates to ensure smooth client experiences from onboarding through ongoing service
Assists in client communication initiatives, including mailings, notifications, and scheduling
Ensures client documents and sensitive information are handled securely and in accordance with regulatory standards
Performs other related duties, as required
Qualification
Required
Superior verbal and written communication skills
Superior interpersonal and client service skills, with a commitment to white-glove service
Excellent organizational skills and attention to detail
Strong problem-solving abilities with a proactive, solutions-driven mindset
Bachelor's degree required
Proficiency with Microsoft Office Suite
Prolonged periods sitting at a desk and working on a computer
Must be able to lift up to 15 pounds at times
Preferred
Strong understanding of wealth management, investment accounts, and financial industry operations preferred
5+ years of client service experience in financial services, an RIA, wirehouse, or brokerage environment, preferred
Relevant financial certifications are a plus
Experience with CRM systems and custodial platforms (e.g., Schwab, Fidelity, Pershing) a plus
Benefits
Competitive compensation and performance incentives
Modern office environment in the Peachtree Road corridor of Atlanta
Opportunities to work with high-net-worth clients and institutional partners
A culture defined by collaboration, respect, and integrity
Company
OpenArc Corporate Advisory
OpenArc Corporate Advisory is a national independent, registered investment advisory firm serving private clients and institutions across the country.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase