Jobot
Overview
Client Services Associate - Wealth Management
This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $80,000.00/yr - $100,000.00/yr
Location and schedule Buckhead, Atlanta, GA (on-site 5 days/week).
Job Details This role blends technical and operational backgrounds. You will be the first-level application support resource and an operations support specialist, ensuring seamless use of our proprietary platforms, integrated vendor systems, and operational workflows. You will own tier-1 technical support and engage with home office tier-2 technical support when their expertise is required. You come from the financial services industry and are familiar with custodians, performance reporting, financial planning, and CRM technologies. You are client-centric, adaptable, and eager to build strong relationships while proactively learning and mastering both technical and operational elements of your role.
Serve as first-level application support resource and operations support specialist
Ensure seamless use of proprietary platforms, integrated vendor systems, and operational workflows
Own tier-1 technical support; escalate to home office tier-2 when needed
Experience with custodians, performance reporting, financial planning, and CRM technologies
Demonstrate client-centric, adaptable, and proactive approach to mastering role responsibilities
On-site role in Buckhead; 5 days per week
Technology experience is a plus: Black Diamond, Addapar, Salesforce, eMoney, DocuSign
Why join us
Premium health, dental, and vision insurance
401(K) + Company Match
FSA / HSA
PTO
Responsibilities and qualifications Responsibilities: Provide first-level application and operations support; maintain proficiency with proprietary platforms; collaborate with vendor systems and internal teams to ensure smooth operations. Qualifications: experience in financial services; familiarity with custodians, performance reporting, financial planning, and CRM; strong client-service orientation; ability to work on-site in Buckhead.
Equal opportunity and policy Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Jobot may perform background checks with your authorization. Information collected as part of your Jobot candidate profile, and any job applications or resumes submitted, is subject to Jobot\'s Privacy Policy and related notices, available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot and/or its agents and contracted partners. Message and data rates may apply. You can reply STOP to cancel and HELP for help. You can access our privacy policy at jobot.com/privacy-policy.
Job details
Seniority level: Not Applicable
Employment type: Full-time
Job function: Other
Industries: Human Resources Services, Technology, Information and Internet, Hospitals and Health Care
Note: This refined description removes unrelated postings and boilerplate while preserving the essential responsibilities, qualifications, and benefits. This version is formatted for clarity and compliance with content standards.
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This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $80,000.00/yr - $100,000.00/yr
Location and schedule Buckhead, Atlanta, GA (on-site 5 days/week).
Job Details This role blends technical and operational backgrounds. You will be the first-level application support resource and an operations support specialist, ensuring seamless use of our proprietary platforms, integrated vendor systems, and operational workflows. You will own tier-1 technical support and engage with home office tier-2 technical support when their expertise is required. You come from the financial services industry and are familiar with custodians, performance reporting, financial planning, and CRM technologies. You are client-centric, adaptable, and eager to build strong relationships while proactively learning and mastering both technical and operational elements of your role.
Serve as first-level application support resource and operations support specialist
Ensure seamless use of proprietary platforms, integrated vendor systems, and operational workflows
Own tier-1 technical support; escalate to home office tier-2 when needed
Experience with custodians, performance reporting, financial planning, and CRM technologies
Demonstrate client-centric, adaptable, and proactive approach to mastering role responsibilities
On-site role in Buckhead; 5 days per week
Technology experience is a plus: Black Diamond, Addapar, Salesforce, eMoney, DocuSign
Why join us
Premium health, dental, and vision insurance
401(K) + Company Match
FSA / HSA
PTO
Responsibilities and qualifications Responsibilities: Provide first-level application and operations support; maintain proficiency with proprietary platforms; collaborate with vendor systems and internal teams to ensure smooth operations. Qualifications: experience in financial services; familiarity with custodians, performance reporting, financial planning, and CRM; strong client-service orientation; ability to work on-site in Buckhead.
Equal opportunity and policy Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Jobot may perform background checks with your authorization. Information collected as part of your Jobot candidate profile, and any job applications or resumes submitted, is subject to Jobot\'s Privacy Policy and related notices, available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot and/or its agents and contracted partners. Message and data rates may apply. You can reply STOP to cancel and HELP for help. You can access our privacy policy at jobot.com/privacy-policy.
Job details
Seniority level: Not Applicable
Employment type: Full-time
Job function: Other
Industries: Human Resources Services, Technology, Information and Internet, Hospitals and Health Care
Note: This refined description removes unrelated postings and boilerplate while preserving the essential responsibilities, qualifications, and benefits. This version is formatted for clarity and compliance with content standards.
#J-18808-Ljbffr