Client Operations Specialist/ Sales Assistant/ Buckhead/ $42,000 to $ 45,000 DOE.

Client Operations Specialist/ Sales Assistant/ Buckhead/ $42,000 to $ 45,000 DOE.

The local division of one of the country’s largest and most solid institutional investment consulting firms has an opportunity for a Client Operations Specialist

Located in Buckhead, this leader offers a chance for a true client service and consultant assistant professional to thrive

This is a full spectrum operations and client service role requiring recognition of and ability in complying with all regulatory requirements and policy procedures towards the maximization of client satisfaction


  • MUST have 5 years experience in similar role
  • Series 7 registered required
  • Strong Word and Excel skills
  • Outstanding organizational and multitasking skills
  • Confident capabilities provided with professional communication skills with legitimate abilities to perceive and fulfill regulatory requirements and organizational processes of best practices in collegial partnership with fellow team members
  • Advent Axys experience preferred

This is strictly an operational and client services role. There is no selling involved in this position.

Salary will range from $4 2 ,000 to $ 50,000 DOE. A solid and comprehensive benefits package is provided.

Please submit qualified resumes to csm now.



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