Job Description

Client Services Director - Financial Services Industry

Duties include the following:

  • Develop and implement educational programs to instruct clients on important topics including the market and economy
  • Create standard, branded client documents to support the client lifecycle (onboarding, data gathering, annual review, etc.)
  • Develop marketing plans and manage marketing projects to build business with target households, based upon available resources
  • Assist financial advisor in identifying, targeting, and developing relationships with centers of influence such as tax preparers and attorneys
  • Create, proofread, edit professional presentations for client use
  • Define social media approach; create and deliver social media content
  • Create client service schedule for each client to ensure proper attention is given to each household based upon their target level of service
  • Assist current Client Service Associate as needed to provide service solutions to existing clients (open new accounts, change address, process distributions, etc.)
  • Manage calendar and travel on a weekly basis
  • Receive cross-training and assist with other operational functions as required

Additional Skills and Requirements:

  • Professional communication skills, both written and verbal
  • Mastery of Microsoft applications (MS Word, Powerpoint, Excel)
  • Willingness to learn new suite of software
  • Able to build relationships with clients
  • Act with a “service first” mentality, joyfully helping clients as needed

Base salary 42k-45k plus bonuses.

If you are interested please send your resume to for immediate consideration.

Click here to apply online


Atlanta GA
Date Posted