Client Services Associate

Who We Are

West Paces Advisors is a boutique wealth management firm providing its clients with professional, comprehensive investment management and wealth planning solutions. Structured as an independent RIA, we manage over $1B in assets for 155 high net-worth individuals and families. We walk alongside our clients to provide practical guidance on all financial decisions to support their lifestyle while building their financial legacy.

Our team members are handpicked and our culture is an extension of family that works together to create a special experience for our clients. Our success is based on our team’s daily commitment to WPA’s promise of providing financial guidance so our clients can live more and worry less. We consistently create positive client interactions, solve complex problems, collaborate with other client advisors and produce quality work while maintaining the highest level of integrity, respect, effort, enthusiasm and engagement.

The WPA Client Services Associate plays an integral role in the overall client experience and his/her priority is to “over-serve” our clients with a can-do-attitude.

What You’ll be Doing

· Serve as a key point of contact for clients, delivering a warm and elevated experience across all interactions while developing trusted relationships.

· Provide “within the day” response to all client requests.

· Partner closely with Advisors to support client service needs, proactively resolve issues, and ensure timely follow-through on all requests.

· Manage the client onboarding process, including documentation preparation, relationship review, submission and reconciliation of transferred assets while keeping the associated advisor informed.

· Process and manage a wide range of account maintenance and transactional requests including money movement, gifting, beneficiary updates and client record changes with a high degree of accuracy and attention to detail.

· Maintain a strong working relationship with our Schwab Service Team and independently monitor and promptly respond to all alerts and service issues.

· Organize and manage clients’ quarterly estimated tax payments.

· Maintain and continuously enhance client records within CRM system to ensure data integrity and accessibility.

· Identify opportunities to improve processes and contribute to operational efficiencies that enhance the client experience.

· Support the overall office operations and client experience initiatives include handling mail, ordering UPS/ FedEx supplies, beverage service, tidying conference rooms, client correspondence, and client gifts (cookies for birthdays; oranges for holidays.)

Qualifications and Position Requirements

· Demonstrated ability to manage priorities in a fast-paced, detail-driven environment with a high level of accuracy

· Strong organizational and problem-solving skills, with the ability to take initiative and work independently.

· Professional communication skills, both written and verbal with the ability to interact confidently with clients

· Excellent customer service and administrative skills

· Proficiency in Microsoft Office, mail merges and experience with CRM systems

· Working knowledge of financial services operations, client account management, and regulatory compliance are strongly valued.

· A collaborative mindset paired with accountability, adaptability and sound judgment.

Health is Wealth

Comprehensive health insurance plan on your first day of employment

Enjoy Time-Off

PTO plus 10 paid holidays

Plan for the Future

Company funded SEP contribution of 20% of annual salary after 1 year of service

For additional information contact:

Andrea N. T. Thomas, IACCP®

Partner / Chief Compliance Officer

(404) 478-3036

[email protected]