Atlantic Group ยท 15 hours ago
Client Services Associate
Philadelphia, PA
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $65K/yrAtlantic Group is seeking a Client Services Administrator to join their team in Philadelphia, PA. The role involves providing client servicing support for an independent investment advisor team, including administrative tasks related to account management and client interactions.
B2BHuman ResourcesStaffing Agency
Hiring Manager
Kelly DeFinis
Responsibilities
Prepare and process account-opening and maintenance documents, including transfer and custodial forms
Assemble new client paperwork packets and printed reports for meetings
Provide administrative support for investment advisory and financial planning services
Coordinate with custodians to ensure smooth account setup, funding, and transfers
Maintain accurate client records and handle time-sensitive mail, checks, and forms
Support advisors by preparing review packets, reports, and managing courier and mail logistics
Assist with scheduling and organizing in-office meetings and client mailings
Qualification
Required
High school diploma Required
Must have experience working in an RIA
Administrative experience processing detailed information required
Demonstrated experience in Microsoft Excel required
Ability to work in office in Philadelphia fully for training if needed and hybrid at least two days per week
Preferred
Bachelor's degree preferred
Back-office experience supporting financial advisors in a financial planning and/or brokerage environment preferred
Company
Atlantic Group
Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.
Founded in 2006
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John Ricco
Founding Partner
Recent News
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