Inlight Wealth

Client Service Associate — Sandy Springs

We are an independent, fee-only wealth management and financial planning firm seeking an experienced Client Service Associate (CSA) to join our growing team.

The CSA will be a key point of contact for clients and will work closely with our advisors and operations team to deliver an organized, responsive, high-touch client experience. We’re looking for someone who is proactive, detail-oriented, and excellent at following through.

Key Responsibilities

* Serve as a primary point of contact for day-to-day client service needs

* Manage client onboarding, account openings, maintenance, transfers, and other Schwab paperwork and workflows

* Track client requests and coordinate with advisors and operations through completion

* Maintain accurate client information in Wealthbox CRM

* Manage tasks, follow-ups, meeting preparation, and other administrative needs

* Anticipate advisor and client needs and help ensure nothing falls through the cracks

* Assist with special projects and firm initiatives as needed

What We’re Looking For

* 2+ years of client service experience in wealth management or financial services

* Prior experience working with Charles Schwab Advisor Services is required

* Experience with a CRM system; Wealthbox experience is a plus

* Highly organized with exceptional attention to detail and follow-through

* Strong written and verbal communication skills

* Comfortable managing multiple priorities and deadlines

* Proactive, professional, warm, and genuinely enjoys helping clients and teammates

Why Join Us

We’re a collaborative, growing RIA where you’ll have meaningful client relationships and a visible impact on the firm. This role offers broad exposure across the business and the opportunity to take on greater responsibility as the firm continues to grow.