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Client Service Associate
Overview
Part-Time Client Service Associate
15–25 hours/week | Hybrid (Remote + Some Local Tasks in Atlanta, GA Area)
About Us
We are an independent, minority and veteran-owned registered investment advisory firm based in the Atlanta metro area and serving clients nationwide. We specialize in active investment management, retirement planning, and comprehensive financial planning for families that include dependents with special needs and disabilities.
Our mission is rooted in care, clarity, inclusivity, and community; and we’re proud to serve a client base that reflects diversity in all its forms. We’re looking for someone who shares those values to join us.
About the Role
We’re seeking a personable, organized, and thoughtful Client Service & Marketing Associate to support the day-to-day client service operations of the firm and contribute to key marketing efforts. You’ll work directly with the firm’s founder, Greg Corneille, CFP®, ChSNC®, and play an essential role in helping deliver an exceptional client experience.
This part-time role offers flexibility, meaningful work, and the chance to grow with a firm that puts people first.
Please note that this is a hybrid role – mostly remote; but will require some tasks in the Altanta, GA metro area.
What You’ll Do
- Assist with client onboarding, account opening & account servicing
- Support meeting prep by updating financial planning software as needed
- Assist with firm marketing efforts, to include social media management, email marketing, and participating at vendor tables during events the firm sponsors
- Maintain and manage tasks and workflows in our CRM
- Demonstrate professional, ethical and courteous conduct in responsibilities and dealings with clients, prospects, colleagues and others with which we interact.
What We’re Looking For
- Prior experience in financial client service, administrative support, or office management
- Outstanding written and verbal communication skills
- Excellent organization, attention to detail, and follow-through
- High emotional intelligence and empathy, especially in sensitive client situations
- Self-motivated with strong integrity and a collaborative spirit
- Access to a computer with video capability and a reliable internet connection
- Located in the Atlanta metropolitan area
Bonus Points For:
- Experience with financial services software & tools, such as Schwab Advisor Center, financial planning software, & CRMs
- Securities or insurance licenses (Series 6, 65, etc.)
- Passion for and/or connection to the special needs and disability community
- Bachelor’s degree
Compensation & Perks
- $25–$35/hour, based on experience
- Flexible hours (15–25 per week), with the potential to grow into a full-time position
- PTO + 10 paid holidays
- Mostly remote
- Company retirement plan & healthcare reimbursement
- Support for continuing education and professional development
To Apply
Please complete the application form, upload your resume and submit a short video (~2-3 minutes) introducing yourself, why you think you’d be a great fit for this position, and anything else you’d like to share.
Please note – the video does NOT need to be professionally made/edited; just be yourself! You can make the video using any free video sharing service such as Loom, or upload a video to YouTube (unlisted), Google Drive, Dropbox, etc, and include the link in your application.
Applications submitted without a resume and/or video will not be considered.
PLEASE DO NOT APPLY ON THIS SITE; COMPLETE OUR INTERNAL APPLICATION – CLICK HERE.