Client Administrator

Contract TypeDirect Hire

Job LocationAtlanta, Georgia

LHH is seeking a Client Administrator for a great wealth management Firm in Atlanta, GA. This role works with and supports client service teams in providing exceptional wealth management, investment advisory and estate/trust services to firm clients.

Primary Duties and Responsibilities

• Provide timely, proactive, and exceptional service to all clients; maintain a thorough

understanding of client expectations and family dynamics

• Manage and respond to day-to-day inquiries and interactions with clients

• Work with client relationships for account opening and account closing

• Assist with processing account service requests including distributions, deposits,

post wires in coordination with Client Service Specialists

• Serve as the client service team liaison with Operations

• Coordinate client tax, estate and personal issues with CPAs, attorneys, insurance

agents and other service providers

• Manage all retirement plan required minimum distribution payments

• Coordinate and ensure completion of client or firm-specific projects, as necessary

• Maintain strict confidentiality of client and company information

Skills and Qualifications:

• Bachelor’s degree preferred

• 1 to 3 years of wealth management, trust services or comparable experience preferred

• Ability to develop trust and build internal and external relationships

• Strong work ethic with ability to work under pressure and handle multiple tasks

within deadlines

• Strong analytical abilities and excellent attention to detail

•• Proficient in Excel, Word, PowerPoint

JOB TYPE:

  • Direct Hire
  • Hybrid - 4 days onsite, 1 day remote
  • Equal Opportunity Employer/Veterans/Disabled

    To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

    The Company will consider qualified applicants with arrest and conviction records

    RefUS_EN_27_849134_2937463

    Client Administrator

    LHH

    3 days ago

    Contract Type

    Direct Hire

    Job Location

    Atlanta, Georgia

    LHH is seeking a Client Administrator for a great wealth management Firm in Atlanta, GA. This role works with and supports client service teams in providing exceptional wealth management, investment advisory and estate/trust services to firm clients.

    Primary Duties and Responsibilities

    • Provide timely, proactive, and exceptional service to all clients; maintain a thorough

    understanding of client expectations and family dynamics

    • Manage and respond to day-to-day inquiries and interactions with clients

    • Work with client relationships for account opening and account closing

    • Assist with processing account service requests including distributions, deposits,

    post wires in coordination with Client Service Specialists

    • Serve as the client service team liaison with Operations

    • Coordinate client tax, estate and personal issues with CPAs, attorneys, insurance

    agents and other service providers

    • Manage all retirement plan required minimum distribution payments

    • Coordinate and ensure completion of client or firm-specific projects, as necessary

    • Maintain strict confidentiality of client and company information

    Skills and Qualifications:

    • Bachelor’s degree preferred

    • 1 to 3 years of wealth management, trust services or comparable experience preferred

    • Ability to develop trust and build internal and external relationships

    • Strong work ethic with ability to work under pressure and handle multiple tasks

    within deadlines

    • Strong analytical abilities and excellent attention to detail

    •• Proficient in Excel, Word, PowerPoint

    JOB TYPE:

  • Direct Hire
  • Hybrid - 4 days onsite, 1 day remote
  • Equal Opportunity Employer/Veterans/Disabled

    To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

    The Company will consider qualified applicants with arrest and conviction records

    Personal Details
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