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Atlantic Group · 8 hours ago

Client Service Associate

Philadelphia, PA

Full-time

Hybrid

New Grad, Entry Level

$60K/yr - $70K/yr

Atlantic Group is hiring a Client Service Associate in Philadelphia, PA for our client. This hybrid role supports a registered investment advisor (RIA) team and requires prior experience within an RIA or wealth management environment, managing client onboarding and providing high-quality administrative support to advisors.

B2BHuman ResourcesStaffing Agency

Growth Opportunities

Responsibilities

Client Onboarding and Documentation: Prepare and process account-opening forms, transfers, custodial documents, and maintenance updates with accuracy and attention to detail

Advisory and Administrative Support: Support investment advisory and financial planning workflows for high-net-worth clients through organized, timely administrative tasks

Meeting and Materials Preparation: Assemble client packets, reports, and review materials to support advisor meetings and planning discussions

Custodian Coordination: Work with custodians to facilitate account setup, funding, transfers, and resolve related operational issues

Recordkeeping and Operational Tasks: Maintain accurate client records while managing mail, checks, forms, scheduling, and outbound communications

Qualification

RIA experienceMicrosoft ExcelCRM systemsCustodial platformsMultitasking abilityCommunication skillsOrganization skillsClient-focused mindsetSelf-motivatedDetail-oriented