Registered Client Service Associate (Financial Services)

Location: Atlanta, Georgia, United States. Hybrid schedule with at least four days per week in the office and flexibility to work from home one day per week.

Company

A diversified financial services firm providing financial planning, asset management, insurance, and advisory services to individual, small business, and institutional clients.

What you will do

• Support financial advisors with client servicing, financial plans, investment research, trades, and transactions.
• Schedule and prepare client meetings, manage agendas and summaries, update contact records, and coordinate follow-up.
• Prepare new-business forms and documentation, obtain signatures, track insurance applications, and coordinate rollovers.
• Coordinate marketing events, including compliance documentation and reimbursement administration.
• Handle administrative work such as client correspondence, expense reports, phone support, file setup, and business alerts.

Requirements

• Bachelor’s degree or equivalent.
• 3–5 years of relevant experience in a client service environment.
• Series 7, state securities agent registration through S63 or S66, state IAR registration through S65 or S66, and life, accident, health, and variable contracts licenses, or the ability to obtain them within 150 days.
• Strong mathematical, analytical, organizational, time-management, computer, and software skills.
• Ability to manage multiple priorities, work independently with minimal supervision, and collaborate across the organization.
• Must already have United States work authorization without current or future visa sponsorship requirements.

Culture & Benefits

• Client-centric, relationship-based working environment.
• Face-to-face collaboration and in-person teamwork are central to the role.
• Hybrid flexibility with one work-from-home day per week.
• Opportunity to support personalized client experiences and develop a career in financial services.