Weaver Capital Management LLC · 5 days ago
Client Service and Operations Associate
Suwanee, GA
Full-time
Onsite
Entry Level
$55K/yr - $70K/yr
1+ years expWeaver Capital Management, LLC is an independent wealth management firm serving high net-worth individuals and families. They are seeking a Client Service & Operations Associate to serve as a primary point of contact for client service requests and support various operational tasks within the firm.
FinanceProfessional ServicesAdviceFinancial ServicesWealth Management
Hiring Manager
Toddi Brennan
Responsibilities
Serve as a primary point of contact for client service requests
Coordinate client meetings, scheduling, preparation, and follow-up
Assist with onboarding new clients and account setup
Execute and track workflows within Redtail CRM
Maintain accurate client records and documentation
Support operations, compliance documentation, and internal processes
Provide administrative and office support to advisors and operations staff
Qualification
Required
1-3 years of professional experience in a client facing, administrative, or financial services environment
Strong organizational skills and attention to detail
Professional written and verbal communication skills
Comfort learning and using CRM systems (Redtail experience a plus)
Ability to manage multiple priorities in a professional environment
Bachelor's Degree required
Benefits
Simple IRA with employer match (up to 3%)
Health Share program
Paid time off (PTO)
Paid Holidays
Company
Weaver Capital Management LLC
Weaver Capital Management is a Private Wealth Management Firm located in Suwanee, Georgia.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
DeWitt Weaver III, CFP, CKA
Founder & President
Company data provided by crunchbase