Customer Service Associate

pearlrecruiter

  • Atlanta, Georgia
  • 30+ days ago

    Highlights

    I’m looking for a Customer Service Associate to join a client-focused Atlanta-based, UHNW Registered Investment Advisor (RIA) firm that prides itself on high-touch service and long-term client relationships. Comfort with CRM tools, scheduling systems, and common office software.

    Numbers & Facts

    LocationAtlanta, Georgia
    Websitehttps://www.pearlrecruiter.com/

    Description

    I’m looking for a Customer Service Associate to join a client-focused Atlanta-based, UHNW Registered Investment Advisor (RIA) firm that prides itself on high-touch service and long-term client relationships.

    Perfect for someone:

    *who enjoys helping people

    *stays calm under pressure

    *detail-oriented, professional environment

    *go-to person for client inquiries

    *will play a key part in delivering service that sets this firm apart.

    Requirements

    To succeed in this role, you should bring:

    • Excellent communication and people skills

    • Strong attention to detail and follow-through

    • A background in client service—financial services experience is a plus

    • Comfort with CRM tools, scheduling systems, and common office software

    • A calm, professional demeanor and a natural problem-solver mindset




    Benefits

    • Competitive base pay

    • Health, dental, and vision insurance

    • Paid time off and holidays

    • A collaborative, stable work environment with room for growth

    If you’re dependable, client-focused, and ready to join a strong team in the financial advisory space, I’d love to connect with you.



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